Aspiring Financial Adviser (Queenstown)

Old Mutual Limited; Komani; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual Limited is seeking an aspiring Financial Adviser for our Queenstown branch in the Eastern Cape. You will champion client goals by identifying financial needs and presenting suitable, fit-for-purpose plans and solutions.

This role suits self-motivated individuals with entrepreneurial spirit who value trust, consultative selling and customer service. The position focuses on building lasting client relationships, offering guidance on investments, risk cover, and retirement planning,

Qualifications

• Matric certificate required.
• Self-motivated with an entrepreneurial spirit.
• Strong interpersonal and communication skills.

Responsibilities

• Identify clients' financial needs and provide sound advice.
• Recommend and implement fit-for-purpose financial plans.
• Build and maintain trusted relationships with customers.
• Provide ongoing service and review of plans as customer needs evolve.

Skills

Trust building

Consultative selling

Customer service

Customer understanding

Direct selling

Identifying sales opportunities

Oral communications

Qualifying prospects

Sales data management

Strategic selling

Strengthening customer relationships

Education

Matriculation Certificate (Matric)

Job description

Aspiring Financial Adviser (Queenstown) page is loaded## Aspiring Financial Adviser (Queenstown)locations: East Londonposted on: Posted Todayjob requisition id: JR-84624**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**Matriculation Certificate (Matric)**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!*****(blob:https://oldmutual.wd3.myworkdayjobs.com/b2910c09-1aaf-47e5-aa2a-3f1a6b0f8263)0:00 / 2:28