Aspiring Financial Advisor: Kickstart Your Advisory Career

Old Mutual Limited; Phuthaditjhaba, Bethlehem; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual Limited in Phuthaditjhaba invites aspiring financial advisers to join our team. The role focuses on understanding clients' financial goals and delivering tailored advice and plans.

We welcome self-motivated individuals who can build trust, engage customers, and identify opportunities to improve financial wellbeing. The position is full-time at our local branch with equity commitments as part of our employment policy.

Qualifications

• NQF Level 4 – Grade 12 or equivalent is required.
• Experience in customer-facing sales is advantageous.
• Strong communication and interpersonal skills essential.

Responsibilities

• Identify client financial needs and provide suitable advice.
• Promote and implement fit-for-purpose financial plans.

Skills

Building Trust

Consultative Selling

Customer Service

Sales Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Sales Data Management

Strategic Selling

Customer Relationships

Education

NQF Level 4 - Grade 12

Job description

Old Mutual Limited in Phuthaditjhaba invites aspiring financial advisers to join our team. The role focuses on understanding clients' financial goals and delivering tailored advice and plans.

We welcome self-motivated individuals who can build trust, engage customers, and identify opportunities to improve financial wellbeing. The position is full-time at our local branch with equity commitments as part of our employment policy.