Aspiring Financial Advisor | Build Trusted Financial Plans

Old Mutual Limited; Worcester; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated individuals to join as Aspiring Financial Advisers in Worcester. The role focuses on helping clients achieve lifetime goals by understanding their financial needs, offering sound advice, and building trusted, long-term relationships through consultative selling.

The position emphasizes entrepreneurial spirit, customer focus, and the ability to identify sales opportunities while delivering high-quality service within a leading African insurance company.

Qualifications

• Matric Certificate required.
• Self-motivated and dynamic with entrepreneurial spirit.
• Aspiring Financial Adviser role focused on identifying client needs and offering suitable financial plans.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customer objectives and build lasting relationships.
• Maintain and grow a portfolio through consultative selling and proactive service.

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Customer Service

Customer Understanding

Education

Matriculation Certificate

Job description

Old Mutual Limited is seeking self-motivated individuals to join as Aspiring Financial Advisers in Worcester. The role focuses on helping clients achieve lifetime goals by understanding their financial needs, offering sound advice, and building trusted, long-term relationships through consultative selling.

The position emphasizes entrepreneurial spirit, customer focus, and the ability to identify sales opportunities while delivering high-quality service within a leading African insurance company.