Aspiring Financial Advisor (Pinelands)

Old Mutual; Cape Town; On-site; ZAR 300 000 - 600 000; Full time

Job summary

Join a forward-thinking insurance company as an Aspiring Financial Advisor, where you will play a pivotal role in helping clients achieve their financial dreams. This dynamic position requires individuals with a strong entrepreneurial spirit and a passion for customer service. You will be responsible for understanding clients' financial needs, providing tailored advice, and implementing effective financial solutions. If you are self-motivated and eager to make a difference in people's lives, this is the perfect opportunity to grow your career in a supportive and innovative environment.

Qualifications

• Self-motivated individuals with an entrepreneurial spirit are preferred.
• Candidates should have a strong customer focus and effective communication skills.

Responsibilities

• Champion customers to achieve their financial goals with sound advice.
• Identify financial needs and implement tailored financial plans.

Skills

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

Job description

Aspiring Financial Advisor (Pinelands)

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

1. Action Oriented
2. Balances Stakeholders
3. Builds Networks
4. Collaborates
5. Communicates Effectively
6. Customer Focus
7. Decision Quality
8. Ensures Accountability

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

06 January 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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.