Associate Financial Advisor (New Entrant) (EPT)

Old Mutual South Africa; Klerksdorp; On-site; ZAR 150,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisors. This role involves providing expert financial advice and solutions to help customers achieve their financial goals. Candidates should have a NQF Level 5 qualification or equivalent and a strong customer-focused approach.

Qualifications

• Self-motivated with an entrepreneurial spirit.
• Passion for helping customers achieve their financial goals.

Responsibilities

• Identify financial needs and provide sound financial advice.
• Recommend and implement financial plans and solutions.

Skills

Building Trust

Direct Selling

Customer Service

Oral Communications

Strategic Selling

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

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

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 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

29 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!