Aspiring Financial Adviser (Three Rivers / Vereeniging)

Old Mutual Limited; Vereeniging; On-site; ZAR 120,000 - 240,000; Full time

Job summary

Aspiring Financial Adviser role at Old Mutual Limited in Vereeniging invites self-motivated individuals to help clients identify financial needs and craft tailored plans. You will provide sound advice and implement suitable financial solutions to support lifetime goals.

The position is full-time, based on-site in Vereeniging, with an Employment Equity plan guiding appointment. Applicants must have at least a Grade 12 or equivalent qualification and demonstrate an entrepreneurial spirit.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required).
• Self-motivated and dynamic individuals with an entrepreneurial spirit.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customers to achieve lifetime financial goals.

Skills

Building Trust

Consultative Selling

Customer Service

Probing Questions

Qualifying Prospects

Direct Selling

Identifying Sales Opportunities

Oral Communications

Customer Understanding

Strategic Selling

Education

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

Tools

Sales Software

Job description

Aspiring Financial Adviser (Three Rivers / Vereeniging)Our website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### Aspiring Financial Adviser (Three Rivers / Vereeniging)Apply: Vereeniging: Full time: Posted Today: JR-84808**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.***