Aspiring Financial Advisor: Launch Your Client-Focused Career

Old Mutual Limited; Matatiele; On-site; ZAR 180,000 - 340,000; Full time

Job summary

Old Mutual Limited invites self-motivated individuals to join as Financial Advisors. You will champion customers toward lifetime goals by identifying needs, offering sound financial advice, and implementing fit-for-purpose plans.

This role emphasizes consultative selling, customer service, and proactive opportunities identification. We value direct selling, trust-building, and strong communication to strengthen customer relationships across target markets in South Africa.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Identify financial needs and provide sound financial advice.
• Implement fit-for-purpose financial plans and solutions.

Responsibilities

• Champion our customers to achieve their lifetime goals.
• Identify and understand financial needs and present sound advice.
• Recommend and implement fit-for-purpose financial plans and solutions.

Skills

Building Trust

Consultative Selling

Oral Communications

Probing Questions

Qualifying Prospects

Direct Selling

Identifying Sales Opportunities

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Customer Understanding

Education

NQF Level 4 / Grade 12

Job description

Old Mutual Limited invites self-motivated individuals to join as Financial Advisors. You will champion customers toward lifetime goals by identifying needs, offering sound financial advice, and implementing fit-for-purpose plans.

This role emphasizes consultative selling, customer service, and proactive opportunities identification. We value direct selling, trust-building, and strong communication to strengthen customer relationships across target markets in South Africa.