Associate Financial Advisor

Old Mutual; Cape Town; On-site; ZAR 30,000 - 70,000; Full time

Job summary

Join a forward-thinking insurance company that champions the African opportunity! As a Financial Advisor, you will empower clients to achieve their financial dreams by providing personalized advice and solutions. This role requires self-motivated individuals with a passion for entrepreneurship and a commitment to customer satisfaction. Collaborate with a diverse team and build lasting relationships while ensuring accountability in your decisions. If you are ready to make an impact and help others secure their financial futures, this is the perfect opportunity for you.

Qualifications

• Self-motivated individuals with an entrepreneurial spirit are encouraged to apply.
• A strong focus on customer needs and effective communication skills is essential.

Responsibilities

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

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

Bachelors Degree

High School (Grade 12)

Job description

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 and Competencies

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

Education

Bachelors Degree (B), High School (Grade 12) (Required)

Closing Date

30 March 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.