Aspiring Financial Advisor - Start Your Advisory Career

Old Mutual Limited; Mthatha; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in Mthatha and surrounds is seeking self-motivated individuals to join as Aspiring Financial Advisors. You will champion customers, identify financial needs, and recommend and implement suitable financial plans and solutions.

Training and mentorship are provided to develop essential advisory skills. Candidates should have NQF Level 4/Grade 12 or equivalent, with strong communication and a passion for entrepreneurship.

Qualifications

• NQF Level 4/Grade 12 or equivalent required.
• Entrepreneurial mindset and self-motivation.
• Strong communication and customer-focused approach.

Responsibilities

• Identify client needs and financial goals for tailored plans.
• Provide sound financial advice and fit-for-purpose solutions.
• Build trust and maintain ongoing client relationships.

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

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Job description

Old Mutual Limited in Mthatha and surrounds is seeking self-motivated individuals to join as Aspiring Financial Advisors. You will champion customers, identify financial needs, and recommend and implement suitable financial plans and solutions.

Training and mentorship are provided to develop essential advisory skills. Candidates should have NQF Level 4/Grade 12 or equivalent, with strong communication and a passion for entrepreneurship.