Associate Financial Advisor

Old Mutual; Hartswater; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Old Mutual is seeking self-motivated individuals for the role of Associate Financial Advisor in Hartswater. The position requires a combination of consultative selling skills and strong customer service orientation while helping clients achieve their financial goals.

Qualifications

• Minimum requirement is an NQF Level 7 qualification.
• Strong consultative selling and customer service skills are necessary.

Responsibilities

• Identify clients' financial needs and provide tailored financial advice.
• Implement financial plans and solutions to meet client goals.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

Customer Service

Identifying Sales Opportunities

Oral Communications

Probing Questions

Strategic Selling

Strengthening Customer Relationships

Education

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

Job description

Associate Financial Advisor page is loaded

Associate Financial Advisor

Apply locations: Hartswater

Time type: Full time

Posted on: Posted Yesterday

Job requisition id: JR-67136

Let's Write Africa's Story Together!

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 Focus
• 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

31 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!