Aspiring Financial Advisor

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

Job summary

Old Mutual Limited in South Africa invites applications for an Aspires to be a Financial Advisor role. You will identify clients' financial needs and provide sound financial guidance to help them achieve lifetime goals.

The position requires self-motivation, an entrepreneurial spirit, and the ability to build trust through consultative selling. Eligibility includes NQF Level 4 or equivalent and closing date 29 January 2027.

Qualifications

• Experience in financial advisory is beneficial.
• Must meet education requirements including Grade 12 or equivalent.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

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! _