Aspiring Financial Advisor

Old Mutual South Africa; eMalahleni; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Old Mutual South Africa invites applications for a Financial Advisor position. The role focuses on understanding clients' financial goals, delivering tailored advice, and presenting suitable financial plans within a trusted advisory relationship.

We seek self-motivated individuals with an entrepreneurial spirit who can build strong client relationships, identify opportunities, and support customers toward their lifetime financial objectives.

Qualifications

• NQF Level 4 or equivalent is required.
• We are looking for self-motivated and dynamic individuals with an entrepreneurial spirit to join Old Mutual South Africa.

Responsibilities

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

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

Education

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

Job description

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 Advisor

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 January 2027 , 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!