Client-Focused Financial Advisor

Old Mutual Limited; Bloemfontein; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in Bloemfontein, South Africa, seeks self-motivated individuals with an entrepreneurial spirit to become Financial Advisers. You will identify clients' needs, provide sound financial advice, and implement fit-for-purpose financial plans to help clients achieve lifetime goals.

You will build trust, engage in consultative selling, and seek opportunities for growth while leveraging Old Mutual's broad range of financial solutions and support structures.

Qualifications

• Education NQF Level 4 or Grade 12 or equivalent required.
• Closing date 19 September 2026 at 23:59.
• Appointment will be made from the designated group in line with the Employment Equity Plan.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customers to achieve their lifetime goals.

Skills

Building Trust

Consultative Selling

Customer Service

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

National/Occupational Certificate or equivalent

Job description

Old Mutual Limited in Bloemfontein, South Africa, seeks self-motivated individuals with an entrepreneurial spirit to become Financial Advisers. You will identify clients' needs, provide sound financial advice, and implement fit-for-purpose financial plans to help clients achieve lifetime goals.

You will build trust, engage in consultative selling, and seek opportunities for growth while leveraging Old Mutual's broad range of financial solutions and support structures.