Associate Financial Advisor

Old Mutual South Africa; Springbok; On-site; ZAR 200,000 - 350,000; Full time

Job summary

Old Mutual South Africa is seeking dynamic individuals as Financial Advisors to help customers achieve their financial aspirations. In this entry-level role, you will assess customer needs and offer tailored financial solutions, contributing to their financial planning journey. This full-time position aligns with Old Mutual's commitment to enhancing financial security across the continent.

Qualifications

• Educational qualification required: NQF Level 7 or equivalent.
• Entry-level position with opportunities for growth.

Responsibilities

• Help customers achieve financial goals by assessing needs.
• Provide sound advice and recommend financial plans.

Skills

Building Trust

Consultative Selling

Customer Service

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Strategic Selling

Customer Relationship Management

Education

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

Job description

Old Mutual is a leading insurance company in Africa, committed to the continent's opportunities and diversity. We are seeking self-motivated and dynamic individuals with an entrepreneurial spirit to join us as Financial Advisors.

This role involves helping customers achieve their financial goals by assessing their needs, providing sound advice, and recommending suitable financial plans and solutions.

Skills required include: Building Trust, Consultative Selling, Customer Service, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Strategic Selling, and Customer Relationship Management.

Key competencies include: Action Oriented, Stakeholder Management, Networking, Collaboration, Effective Communication, Customer Focus, Decision Making, and Accountability.

Educational qualification: NQF Level 7 - Degree, Advanced Diploma, Postgraduate Certificate, or equivalent.

Application deadline: 22 June 2025, 23:59.

The appointment will be made in line with Old Mutual's Employment Equity Plan.

Additional details:

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales

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