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Associate Financial Advisor

Old Mutual

De Aar

On-site

ZAR 240,000 - 450,000

Full time

18 days ago

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Job summary

Old Mutual seeks an Associate Financial Advisor in De Aar to help customers achieve their financial goals. Ideal candidates will demonstrate a self-motivated entrepreneurial spirit and possess strong interpersonal skills, alongside NQF Level 7 education. Responsibilities include providing tailored financial advice and fostering customer relationships.

Qualifications

  • Self-motivated with a passionate entrepreneurial spirit.
  • Aspires to be a Financial Advisor.
  • Strong interpersonal skills and customer service orientation.

Responsibilities

  • Championing customers to achieve lifetime goals by identifying financial needs.
  • Providing sound financial advice and implementing effective financial plans.
  • Building and maintaining strong customer relationships.

Skills

Building Trust
Consultative Selling
Customer Feedback Management
Customer-Focused
Customer Service
Identifying Sales Opportunities
Oral Communications
Sales Data Management
Strategic Selling

Education

NQF Level 7 - Degree/Advanced Diploma/Postgraduate Certificate

Job description

Associate Financial Advisor page is loaded

Associate Financial Advisor
Apply locations De Aar time type Full time posted on Posted 17 Days Ago job requisition id JR-67130

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

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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures Accountability

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

22 June 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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