Associate Financial Advisor

Old Mutual; East London; On-site; ZAR 200 000 - 300 000; Full time

Job summary

Join a leading insurance company that believes in the African opportunity! This role aspires to attract self-motivated individuals with an entrepreneurial spirit to help customers achieve their financial goals. As a Financial Advisor, you will identify clients' financial needs and provide sound advice, recommending tailored financial plans and solutions. With a focus on collaboration and effective communication, you will play a crucial role in ensuring customer satisfaction and accountability. If you are looking for a rewarding career that allows you to make a difference in people's lives, this is the opportunity for you.

Qualifications

• Self-motivated individuals with an entrepreneurial spirit are sought.
• Financial advising skills and customer focus are essential.

Responsibilities

• Champion customers to achieve lifetime goals through financial advice.
• Identify financial needs and implement tailored financial plans.

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

Bachelors Degree

High School (Grade 12)

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.

Aspires to be a Financial Advisor

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Skills

1. Action Oriented
2. Balances Stakeholders
3. Builds Networks
4. Collaborates
5. Communicates Effectively
6. Customer Focus
7. Decision Quality
8. Ensures Accountability

Education

Bachelors Degree (B), High School (Grade 12) (Required)

Closing Date

13 February 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.