Aspiring Financial Advisor

Old Mutual South Africa; Potchefstroom; On-site; ZAR 250,000 - 450,000; Full time

Job summary

Join a forward-thinking company that believes in the African opportunity! This role aspires to attract self-motivated individuals with an entrepreneurial spirit to provide sound financial advice and champion customers in achieving their lifetime goals. You will identify financial needs, recommend, and implement tailored financial plans, making a real difference in clients' lives. If you are passionate about helping others and have the skills to build trust and strengthen customer relationships, this opportunity is perfect for you. Be part of a dynamic team committed to excellence in service and customer satisfaction.

Qualifications

• Self-motivated individuals with an entrepreneurial spirit are ideal.
• Candidates should be able to provide sound financial advice.

Responsibilities

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

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 5 - Higher, Advance or Occupational Certificate

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.