Aspiring Financial Advisor

Old Mutual South Africa; Klerksdorp; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Old Mutual South Africa seeks self-motivated individuals to become Financial Advisors. Ideal candidates will excel in customer engagement and provide tailored financial advice. This role offers a chance to make a significant impact on clients' financial well-being while working within a leading insurance company. NQF Level 5 is a requirement for applicants, emphasizing the importance of education in the finance industry.

Qualifications

• NQF Level 5 or equivalent required.
• Skills in sales and customer service are essential.
• Proven ability to build trust and engage with clients.

Responsibilities

• Champion customers to achieve their lifetime financial goals.
• Identify financial needs and provide sound financial advice.
• Recommend and implement financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Service

Sales Data Management

Strategic Selling

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

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 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

29 June 2025 , 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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!