Associate Financial Advisor (New Entrant) (EPT) - Pietermaritzburg

Old Mutual; Pietermaritzburg; On-site; ZAR 30 000 - 60 000; Full time

Job summary

Join a forward-thinking company as a Financial Advisor, where you will play a crucial role in guiding clients towards achieving their financial aspirations. This dynamic position requires a self-motivated individual with an entrepreneurial spirit, ready to provide tailored financial solutions that meet the unique needs of each client. You will build trust and strengthen relationships while utilizing your consultative selling skills to identify opportunities. If you are passionate about making a difference in people's lives and thrive in a collaborative environment, this role is perfect for you.

Qualifications

• Self-motivated individuals with a passion for entrepreneurship.
• Ability to provide sound financial advice and implement financial plans.

Responsibilities

• Championing customers to achieve their financial goals.
• Identifying financial needs and recommending solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate

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 commitment.

Aspire to Be a Financial Advisor

We are seeking self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

This 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 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

Competencies

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

Education

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

Closing Date

30 May 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.