Associate Financial Adviser (New Entrant) (EPT) - Kokstad/ Port Shepstone

Old Mutual; Shelly Beach; On-site; ZAR 150,000 - 250,000; Full time

Job summary

Old Mutual is seeking a motivated Associate Financial Adviser to join their team. This role involves providing financial advice, building relationships with clients, and achieving sales targets. Candidates should possess strong communication skills, a Grade 12 education, and a valid driver's license.

Qualifications

• Grade 12 (Matric) is required.
• Clear Criminal and Credit Record.
• Valid Driver’s license and own car necessary.

Responsibilities

• Engage with clients to identify financial needs and offer solutions.
• Develop and manage a sales portfolio.
• Build trust and rapport with clients.

Skills

Building Trust

Consultative Selling

Customer Service

Sales Orientation

Oral Communications

Education

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

Job description

Associate Financial Adviser (New Entrant) (EPT) - Kokstad/ Port Shepstone

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

Minimum Requirements:

• Grade 12 (Matric)
• Clear Criminal and Credit Record
• A valid Driver’s license and own car
• Proven computer literacy and digital dexterity
• Excellent communication skills (written and verbal)
• Sound planning and organizing abilities
• Ability to collate, analyze, and synthesize information
• Entrepreneurial mindset
• Sound business acumen
• GRIT, resilience, and tenacity to stay the course
• Sales orientation

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, Balances Stakeholders, Builds Networks, Collaborates, Communicates Effectively, Customer Focus, Decision Quality, Ensures Accountability

Education: NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent

Closing Date: 30 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.

About the company

Old Mutual Limited is a pan-African investment, savings, insurance, and banking group.

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