Aspiring Financial Advisor: Client-Focused & Growth-Driven

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

Job summary

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisers who can champion clients’ lifetime goals by identifying needs and offering sound financial plans. The role focuses on trust-building, consultative selling, and delivering tailored financial solutions.

As part of a leading insurance company, you will engage with clients, propose suitable plans, and guide implementation while upholding ethical standards and service excellence.

Responsibilities

• Identify clients' financial needs and goals.
• Provide sound financial advice and tailor plans.
• Recommend and implement fit-for-purpose financial 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

Matriculation Certificate (Matric)

Job description

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisers who can champion clients’ lifetime goals by identifying needs and offering sound financial plans. The role focuses on trust-building, consultative selling, and delivering tailored financial solutions.

As part of a leading insurance company, you will engage with clients, propose suitable plans, and guide implementation while upholding ethical standards and service excellence.