Emerging Financial Adviser: Shape Clients’ Futures

Old Mutual South Africa; South Africa; Sur place; ZAR 250 000 - 450 000; Plein temps

Résumé du poste

Old Mutual South Africa invites applications for a Financial Adviser role focused on helping clients achieve lifetime financial goals. You will assess needs, present suitable plans, and support customers through the entire sales cycle, from initial consult to policy implementation, while upholding excellent service standards and building trust.

Applicants should have Education NQF Level 4 or higher; closing date is 29 November 2026, 23:59. Appointment aligns with employment equity.

Qualifications

• Education NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Responsabilités

• Identify clients' financial needs and risks and tailor advisory solutions.
• Provide sound financial advice and recommend 'fit-for-purpose' plans.
• Implement selected plans and monitor progress with clients.
• Maintain ongoing relationships and ensure client satisfaction.

Connaissances

Building Trust

Consultative Selling

Customer Feedback

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

Formation

NQF Level 4 / Grade 12 or equivalent

Description du poste

Old Mutual South Africa invites applications for a Financial Adviser role focused on helping clients achieve lifetime financial goals. You will assess needs, present suitable plans, and support customers through the entire sales cycle, from initial consult to policy implementation, while upholding excellent service standards and building trust.

Applicants should have Education NQF Level 4 or higher; closing date is 29 November 2026, 23:59. Appointment aligns with employment equity.