Associate Financial Advisor

Old Mutual; Maluti-a-Phofung Local Municipality; On-site; ZAR 200,000 - 500,000; Full time

Job summary

Old Mutual is searching for a passionate Financial Advisor to join their team. This role involves helping customers achieve their financial goals by understanding their needs and providing tailored financial solutions. Ideal candidates will have a strong entrepreneurial spirit, effective communication skills, and the ability to build lasting relationships with clients.

Qualifications

• NQF Level 7 qualification is required.
• Self-motivated and dynamic with entrepreneurial spirit needed.
• Clear focus on building customer relationships and trust.

Responsibilities

• Champion customers to achieve financial goals through sound advice.
• Implement 'fit for purpose' financial plans and solutions.
• Maintain customer satisfaction and address their feedback.

Skills

Building Trust

Consultative Selling

Customer Service

Strategic Selling

Probing Questions

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

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