Associate Financial Advisor New Entrant EPT

Old Mutual; De Aar; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Old Mutual seeks a dynamic Financial Advisor committed to helping clients realize their financial goals. In this full-time role, you will provide tailored financial advice and recommend appropriate solutions. Ideal candidates will demonstrate strong sales and relationship management skills, alongside a solid educational background.

Qualifications

• Self-motivated and dynamic, passionate about entrepreneurship.
• Experience in Business Development and Financial Services required.

Responsibilities

• Championing customers to achieve their financial goals.
• Identifying financial needs and providing sound financial advice.
• Recommending suitable financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Service

Sales Data Management

Strategic Selling

Education

NQF Level 5 Higher Certificate

Advanced or Occupational Certificate or equivalent

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 who have 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 suitable financial plans and solutions.

Skills

Building Trust, Consultative Selling, Customer Feedback Management, Customer Focus, 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

Personal Attributes

Action Oriented, Balances Stakeholders, Builds Networks, Communicates Effectively, Customer Focus, Decision Quality, Ensures Accountability

Education

NQF Level 5 Higher Certificate, Advanced or Occupational Certificate or equivalent

Closing Date

24 April 2025 23:59

The appointment will be made in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.

Required Experience

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: X years

Vacancy: 1

Create a job alert for this search