Aspiring Financial Advisor: Build Trust & Plans

Old Mutual Limited; Thohoyandou; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in South Africa seeks self-motivated Financial Advisors to help clients identify financial needs and achieve lifetime goals. You will provide sound financial advice and implement fit-for-purpose plans to support customers across key market segments.

The role emphasizes building trust, consultative selling, and delivering excellent customer service while partnering with a leading African financial services group.

Qualifications

• NQF Level 4 – Grade 12 or equivalent
• National or Occupational Certificate or equivalent required

Responsibilities

• Identify clients' financial needs and lifetime goals.
• Provide sound financial advice based on client circumstances.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion a great customer experience through ongoing service and support.

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

Grade 12 / NSC

National or Occupational Certificate

Job description

Old Mutual Limited in South Africa seeks self-motivated Financial Advisors to help clients identify financial needs and achieve lifetime goals. You will provide sound financial advice and implement fit-for-purpose plans to support customers across key market segments.

The role emphasizes building trust, consultative selling, and delivering excellent customer service while partnering with a leading African financial services group.