Aspiring Financial Advisor (Howick and Pietermaritzburg)

Old Mutual; Howick; On-site; ZAR 300 000 - 500 000; Full time

Job summary

Join a forward-thinking company that believes in the African opportunity! As a Financial Advisor, you will empower clients to achieve their financial dreams by providing tailored financial advice and solutions. This dynamic role requires self-motivated individuals with a strong entrepreneurial spirit who can build trust and foster customer relationships. You will be part of a leading insurance firm committed to making a positive impact in the community. If you are ready to embark on an exciting career journey and help shape the financial future of your clients, this opportunity is perfect for you!

Qualifications

• NQF Level 5 or equivalent is required for this role.
• Strong consultative selling and customer service skills are essential.

Responsibilities

• Champion customers to achieve financial goals through tailored advice.
• Identify financial needs and implement suitable financial plans.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher

Advance or Occupational Certificate or equivalent

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

22 April 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.