Aspiring Financial Adviser (Potchefstroom)

Old Mutual South Africa; Klerksdorp; Vor Ort; ZAR 180.000 - 270.000; Vollzeit

Zusammenfassung

Old Mutual South Africa is seeking self-motivated individuals to join our team as Financial Advisers. You will champion client interests by assessing life goals, identifying financial needs, and recommending fit-for-purpose plans that help clients achieve their lifetime objectives.

As an adviser, you will build trusted relationships through consultative selling, clear communication, and proactive service. A strong drive to learn, integrity, and commitment to professional growth are essential.

Qualifikationen

• NQF Level 4 or Grade 12 equivalent required.
• Excellent communication and customer service skills.
• Willingness to operate within the Employment Equity framework.

Aufgaben

• Identify client needs and financial goals.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Provide ongoing financial advisory support and reviews.

Kenntnisse

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Ausbildung

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Jobbeschreibung

Let\'s Write Africa\'s Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Let\'s Write Africa\'s Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Aspires to be a Financial Adviser

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa\'s leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Skills

• Building Trust
• Consultative Selling
• Customer Feedback Management
• Customer-Focused
• Customer Service
• Customer Understanding
• Direct Selling
• Identifying Sales Opportunities
• Oral Communications
• Probing Questions
• Qualifying Prospects
• Sales Data Management
• Sales Software
• Strategic Selling
• Strengthening Customer Relationships

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Closing Date

29 November 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!