Aspiring Financial Adviser (Springbok)

Old Mutual South Africa; South Africa; Vor Ort; ZAR 250.000 - 450.000; Vollzeit

Zusammenfassung

Old Mutual South Africa invites applications for a Financial Adviser role focused on helping clients achieve lifetime financial goals. You will assess needs, present suitable plans, and support customers through the entire sales cycle, from initial consult to policy implementation, while upholding excellent service standards and building trust.

Applicants should have Education NQF Level 4 or higher; closing date is 29 November 2026, 23:59. Appointment aligns with employment equity.

Qualifikationen

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

Aufgaben

• Identify clients' financial needs and risks and tailor advisory solutions.
• Provide sound financial advice and recommend 'fit-for-purpose' plans.
• Implement selected plans and monitor progress with clients.
• Maintain ongoing relationships and ensure client satisfaction.

Kenntnisse

Building Trust

Consultative Selling

Customer Feedback

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 or equivalent

Jobbeschreibung

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!