Aspiring Financial Adviser: Start Your Wealth Journey

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

Job summary

Old Mutual Limited in Bloemfontein invites self-motivated individuals to join as Aspiring Financial Adviser. You will identify clients’ financial needs, offer tailored financial plans and deliver ongoing support to help clients achieve lifetime financial goals.

Ideal candidates possess a strong entrepreneurial spirit, consultative selling skills and exceptional customer service. Local training and career growth within a leading South African insurer

Qualifications

• NQF Level 4 or equivalent is required.
• Grade 12 or higher is essential.
• National or Occupational Certificate or equivalent is required.

Responsibilities

• Identify clients' financial needs and present fit-for-purpose financial plans.
• Provide sound financial advice and implement suitable solutions.
• Build trusted relationships and deliver ongoing service to clients.

Skills

Self-motivated

Entrepreneurial spirit

Consultative selling

Customer service

Oral communications

Probing questions

Qualifying prospects

Education

NQF Level 4 – Grade 12 or equivalent

Job description

Old Mutual Limited in Bloemfontein invites self-motivated individuals to join as Aspiring Financial Adviser. You will identify clients’ financial needs, offer tailored financial plans and deliver ongoing support to help clients achieve lifetime financial goals.

Ideal candidates possess a strong entrepreneurial spirit, consultative selling skills and exceptional customer service. Local training and career growth within a leading South African insurer