Aspiring Financial Adviser (Welkom / Hoopstad)

oldmutual; Welkom; Presencial; ZAR 240.000 - 360.000; Jornada completa

Descripción de la vacante

Old Mutual South Africa invites energetic individuals to join as Financial Advisers. You will champion customers to reach lifetime goals by understanding their financial needs and offering tailored plans.

As a self-motivated professional, you will leverage consultative selling and robust product knowledge to build lasting relationships and advise on suitable investment and protection solutions. Closing date: 30 December 2026.

Formación

• NQF Level 4 or equivalent is required.
• Self-motivated and entrepreneurial mindset essential.
• Experience in consultative and direct selling is advantageous.

Responsabilidades

• Identify customers' financial needs and advise on suitable plans.
• Offer and implement fit-for-purpose financial solutions.
• Build trust through consultative selling and ongoing client service.

Conocimientos

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

Educación

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

Descripción del empleo

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

30 December 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!