Associate Financial Advisor (New Entrant) (EPT)

Old Mutual; Bloemfontein; On-site; ZAR 250 000 - 450 000; Full time

Job summary

Join a forward-thinking insurance company that believes in the African opportunity! This dynamic role as a Financial Advisor involves empowering clients to reach their financial aspirations. You will identify their needs, provide expert advice, and tailor financial plans that truly fit. We seek self-motivated individuals with an entrepreneurial spirit who are ready to make a difference in the lives of our valued customers. With a focus on collaboration and effective communication, you'll be part of a team that prioritizes customer satisfaction and accountability. If you're passionate about helping others and want to thrive in a rewarding environment, this opportunity is for you!

Qualifications

• Self-motivated individuals with entrepreneurial spirit are encouraged to apply.
• Bachelors Degree and High School completion are required.

Responsibilities

• Champion customers to achieve lifetime goals through financial advice.
• Identify financial needs and implement suitable financial plans.

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

Bachelors Degree

High School (Grade 12)

Job description

Let's Write Africa's 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 Africa's 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 and Competencies

1. Action Oriented
2. Balances Stakeholders
3. Builds Networks
4. Collaborates
5. Communicates Effectively
6. Customer Focus
7. Decision Quality
8. Ensures Accountability

Education

Bachelors Degree (B), High School (Grade 12) (Required)

Closing Date

30 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.