Aspiring Financial Advisor: Start Your Advisory Career

Old Mutual Limited; Klerksdorp; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited in Klerksdorp is seeking self-motivated individuals to become Aspiring Financial Advisers. You will identify customer financial needs, offer tailored plans, and provide sound advice while building lasting relationships.

A strong entrepreneurial mindset and consultative selling skills are valued. The role emphasizes customer understanding, direct selling opportunities, and ongoing service to help clients achieve lifetime goals.

Qualifications

• NQF Level 4 or Grade 12 equivalent required.
• Energetic self-starter with entrepreneurial spirit.
• Strong communication and customer-service skills.

Responsibilities

• Identify clients' financial needs and present fit-for-purpose financial plans.
• Provide sound financial advice and implement recommended solutions.
• Build trust and maintain long-term relationships with customers.

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Education

NQF Level 4 / Grade 12 or equivalent

Job description

Old Mutual Limited in Klerksdorp is seeking self-motivated individuals to become Aspiring Financial Advisers. You will identify customer financial needs, offer tailored plans, and provide sound advice while building lasting relationships.

A strong entrepreneurial mindset and consultative selling skills are valued. The role emphasizes customer understanding, direct selling opportunities, and ongoing service to help clients achieve lifetime goals.