Aspiring Financial Adviser: Shape Africa's Future

Old Mutual South Africa; Mahikeng; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals with an entrepreneurial spirit to join as Financial Advisers. The role focuses on helping customers achieve lifetime goals by identifying financial needs and delivering sound plans.

You will work with one of Africa's leading insurance companies, building trust through consultative selling, client service excellence, and ongoing relationship management.

Qualifications

• NQF 4 or equivalent required.
• Grade 12 / School leaving certificate.
• National or Occupational Certificate or equivalent.

Responsibilities

• Identify financial needs and provide financial advice.
• Develop and implement fit-for-purpose financial plans and solutions.

Skills

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

Education

NQF Level 4 / Grade 12

Tools

Sales Software

Job description

Old Mutual South Africa is seeking self-motivated individuals with an entrepreneurial spirit to join as Financial Advisers. The role focuses on helping customers achieve lifetime goals by identifying financial needs and delivering sound plans.

You will work with one of Africa's leading insurance companies, building trust through consultative selling, client service excellence, and ongoing relationship management.