Associate Financial Advisor (Pietermaritzburg)

Old Mutual; Pietermaritzburg; On-site; ZAR 25 000 - 60 000; Full time

Job summary

Join a forward-thinking insurance company where you can make a real difference in people's lives as a Financial Advisor. This dynamic role allows you to connect with clients, understand their financial needs, and offer personalized solutions that help them achieve their lifetime goals. With a strong emphasis on building trust and customer relationships, you'll be part of a diverse team that values entrepreneurial spirit and innovation. If you're motivated and passionate about helping others, this is the perfect opportunity to grow your career in a supportive environment.

Qualifications

• NQF Level 5 or equivalent education required.
• Strong focus on customer service and consultative selling.

Responsibilities

• Champion customers to achieve their financial goals.
• Provide sound financial advice and implement tailored 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.

Aspire to be a Financial Advisor

We are looking for self-motivated and dynamic individuals with 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 "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.

The Old Mutual Story!