Associate Financial Advisor

Old Mutual; Ficksburg; On-site; ZAR 250,000 - 500,000; Full time

Job summary

Old Mutual is seeking self-motivated individuals for the role of a Financial Advisor. Successful candidates will help clients identify financial needs and provide effective financial advice while implementing fitting solutions. The role offers the chance to work within one of Africa's leading insurance companies, focusing on building customer trust and delivering outstanding service.

Qualifications

• Proficiency in sales and customer service skills.
• Optimal communication and relationship-building abilities.
• Educational requirement of NQF Level 7.

Responsibilities

• Identify financial needs and provide sound financial advice.
• Champion customers to achieve their lifetime goals.
• Implement tailored financial solutions.

Skills

Building Trust

Consultative Selling

Customer Service

Strategic Selling

Oral Communications

Education

NQF Level 7 - Degree, Advanced Diploma or Postgraduate Certificate

Job description

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

Aspire to be a Financial Advisor

We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and 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 Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

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

Closing Date

19 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!

About the company

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

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Reasonable accommodations are provided to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

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