Associate Financial Advisor

Old Mutual; Lichtenburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading insurance company in Africa is seeking dynamic individuals aspiring to become Financial Advisors. Your role will involve helping customers to achieve their financial goals through tailored plans. The ideal candidates will possess strong consultative selling skills and a relevant degree. The position is full-time and located in Lichtenburg, North West, South Africa. Applications close on 22 June 2025.

Qualifications

• Self-motivated and dynamic individuals with a passionate entrepreneurial spirit.
• Experience in Business Development and Financial Planning is advantageous.
• Ability to build and strengthen customer relationships.

Responsibilities

• Champion valued customers to achieve their lifetime goals.
• Identify financial needs and provide sound financial advice.
• Recommend and implement fit for purpose financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Sales Data Management

Strategic Selling

Education

NQF Level 7 - Degree, Advanced Diploma or Postgraduate Certificate

Job description

Lets Write Africas 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 Africas 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 Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures 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!

Required Experience :

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills

Employment Type : Full-Time

Experience : years

Vacancy : 1