Associate Financial Adviser

Old Mutual; East London; On-site; ZAR 200,000 - 300,000; Full time

Job summary

Old Mutual seeks an Associate Financial Adviser in East London, offering a unique opportunity to empower clients with personal financial advice. Ideal candidates will have proven experience in sales, strong communication, and a passion for providing exceptional service. The role emphasizes building trust and relationships while leveraging digital skills.

Qualifications

• Grade 12 (Matric) with at least 8 years of working experience, or Bachelor's Degree with a minimum of 3 years.
• Prior work experience demonstrating ability to interact with customers.
• Valid driver’s license and own car.

Responsibilities

• Interacting with middle-income customers and building a client base.
• Engaging in B2B opportunities and managing customer relationships.
• Utilizing digital skills for effective communication and sales.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Service

Strategic Selling

Education

Matriculation Certificate (Matric)

Bachelor's Degree

Job description

Associate Financial Adviser

Apply locations: East London

Posted on: 26 Days Ago

Job Requisition ID: JR-67937

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

Minimum Requirements:

• Grade 12 (Matric) with at least 8 years of working experience OR
• Bachelor's Degree with a minimum of 3 years of working experience (new to industry)

Additional qualifications and experience include:

• Prior work experience demonstrating ability to interact with middle-income customers
• Meaningful network of in-segment customers facilitating access to own client base
• Potential for B2B engagement
• Clear criminal and credit record
• Valid driver’s license and own car
• Proven computer literacy and digital skills
• Excellent communication skills (written and verbal)
• Sound planning and organizing abilities
• Ability to analyze and synthesize information
• Entrepreneurial mindset
• Sound business acumen
• Grit, resilience, and tenacity to stay the course

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

Competencies: Action Oriented, Stakeholder Management, Networking, Collaboration, Effective Communication, Customer Focus, Decision Making, Accountability

Education: Matriculation Certificate (Matric)

Closing Date: 17 July 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.

The Old Mutual Story!

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