Associate Financial Advisor (New Entrant) (EPT)

Old Mutual South Africa; Bloemfontein; On-site; ZAR 200 000 - 400 000; Full time

Job summary

Old Mutual South Africa is seeking dynamic individuals to join as Financial Advisors. This role involves helping customers achieve their financial goals through tailored advice and solutions. Candidates should possess an NQF Level 5 qualification and a passion for consultative selling. Join a leading insurance company in Africa and make a difference in people's lives.

Qualifications

• NQF Level 5 or equivalent qualification required.
• Self-motivated with an entrepreneurial spirit.
• Experience in consultative selling and customer service is a plus.

Responsibilities

• Identify financial needs and provide sound financial advice.
• Champion customers to achieve their lifetime goals.
• Recommend and implement tailored financial plans.

Skills

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Education

NQF Level 5 - Higher, Advanced, 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.

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

22 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!