Aspiring Financial Adviser- Worcester

Old Mutual; Worcester; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading insurance company in Africa is seeking self-motivated individuals for the Aspiring Financial Adviser role in Worcester. This position involves championing customers' financial goals, identifying their needs, and providing tailored financial solutions. Candidates must have a Matriculation Certificate and a passion for entrepreneurship. Join us to make a significant impact on our clients' financial journeys.

Responsibilities

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

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Software

Strategic Selling

Strengthening Customer Relationships

Action Oriented

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

Matriculation Certificate (Matric)

Job description

Job title : Aspiring Financial Adviser- Worcester

Job Location : Western Cape, Worcester Deadline : August 30, 2025 Quick Recommended Links

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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
• Direct Selling
• Identifying Sales Opportunities
• Oral Communications
• Probing Question
• Qualifying Prospects
• Sales Software
• Strategic Selling
• Strengthening Customer Relationships
• Action Oriented
• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

• Matriculation Certificate (Matric) (Required)

Closing Date

• 17 August 2025
• Sales / Retail / Business Development jobs