Aspiring Financial Advisor

Old Mutual; Pretoria; On-site; ZAR 300 000 - 700 000; Full time

Job summary

Join a forward-thinking company committed to empowering individuals across Africa. This dynamic role as a Financial Advisor invites self-motivated individuals with an entrepreneurial spirit to help clients achieve their financial aspirations. You will engage with customers to identify their financial needs, provide expert advice, and develop personalized financial solutions that resonate with their goals. With a focus on building trust and fostering strong relationships, this position offers the opportunity to make a significant impact in the lives of your clients while contributing to a leading insurance firm in Africa. If you are passionate about financial services and eager to drive change, this role is for you.

Qualifications

• Strong consultative selling and customer service skills are essential.
• Ability to build trust and strengthen customer relationships.

Responsibilities

• Champion customers to achieve their financial goals with sound advice.
• Identify financial needs and implement tailored financial plans.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Identifying Sales Opportunities

Oral Communications

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.