Aspiring Financial Advisor: Build Africa's Future

Old Mutual Limited; South Africa; On-site; ZAR 120,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking a motivated Financial Advisor to champion client goals by identifying financial needs and delivering tailored financial plans. You will build trust, provide consultative advice, and drive ongoing customer relationships within Africa's leading insurance company.

The role emphasizes meeting client life goals, staying compliant, and contributing to a customer‑centric strategy across key market segments.

Qualifications

• Must have NQF Level 4 or equivalent educational qualification.
• Ability to assess client financial needs and offer suitable plans.

Responsibilities

• Identify customers' financial needs and provide sound financial advice.
• Recommend and implement 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

Education

Education NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Job description

Old Mutual Limited is seeking a motivated Financial Advisor to champion client goals by identifying financial needs and delivering tailored financial plans. You will build trust, provide consultative advice, and drive ongoing customer relationships within Africa's leading insurance company.

The role emphasizes meeting client life goals, staying compliant, and contributing to a customer‑centric strategy across key market segments.