Aspiring Financial Advisor

Old Mutual South Africa; Lichtenburg; On-site; ZAR 200 000 - 400 000; Full time

Job summary

Join a forward-thinking insurance company that believes in Africa's potential! As a Financial Advisor, you'll empower clients to reach their financial aspirations through expert advice and personalized financial solutions. This dynamic role requires self-motivated individuals with an entrepreneurial spirit who are passionate about customer service. You'll be at the forefront of helping clients navigate their financial journeys, ensuring their needs are met with integrity and professionalism. If you're ready to make a difference in people's lives while growing your career in a supportive environment, this opportunity is for you!

Qualifications

• Self-motivated individuals with a strong entrepreneurial spirit are sought.
• Candidates must have a passion for customer service and financial advice.

Responsibilities

• Champion customers to achieve their lifetime financial goals.
• Identify financial needs and implement tailored financial plans.

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

Bachelors Degree

High School (Grade 12)

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 and Competencies

1. Action Oriented
2. Balances Stakeholders
3. Builds Networks
4. Collaborates
5. Communicates Effectively
6. Customer Focus
7. Decision Quality
8. Ensures Accountability

Education

Bachelors Degree (B), High School (Grade 12) (Required)

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.