Associate Financial Advisor

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

Job summary

Old Mutual, a leading insurance company in Africa, seeks aspiring Financial Advisors in Potchefstroom. This role focuses on helping customers achieve their financial goals through personalized financial advice and planning, ideal for self-motivated, entrepreneurial individuals. Join a dynamic team dedicated to customer success and financial growth.

Qualifications

• Self-motivated and dynamic individuals with a passionate entrepreneurial spirit.
• NQF Level 7 qualification is required.

Responsibilities

• Champion customers to achieve their lifetime goals by identifying financial needs.
• Provide sound financial advice and implement fit-for-purpose financial plans.

Skills

Building Trust

Consultative Selling

Customer Service

Strategic Selling

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.

Aspiring 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

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!

About the company

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

Notice

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