Client-Centric Financial Advisor

Old Mutual; Cape Town; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual in Cape Town seeks individuals for a customer-facing role focused on consultative selling and delivering strong service to clients. The position emphasizes understanding customer needs, identifying opportunities, and maintaining high-quality customer interactions.

Applicants should have a Grade 12 (NQF Level 4) or equivalent. Closing date is 29 January 2027, and hires will be made in line with Employment Equity plans for the designated group.

Qualifications

• NQF Level 4 or equivalent required.
• Strong consultative selling and customer-service skills.
• Excellent communication and active listening.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Job description

Old Mutual in Cape Town seeks individuals for a customer-facing role focused on consultative selling and delivering strong service to clients. The position emphasizes understanding customer needs, identifying opportunities, and maintaining high-quality customer interactions.

Applicants should have a Grade 12 (NQF Level 4) or equivalent. Closing date is 29 January 2027, and hires will be made in line with Employment Equity plans for the designated group.