Emerging Financial Adviser — Shape Clients’ Futures

Old Mutual South Africa; Welkom; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa invites self-motivated individuals to join as Financial Advisers. The role focuses on understanding client financial goals, offering tailored financial plans, and building lasting customer relationships.

Applicants should demonstrate strong consultative selling, communication, and the ability to identify sales opportunities. The position aligns with Old Mutual's commitment to serving African markets and achieving lifetime goals for clients.

Qualifications

• NQF Level 4 or equivalent educational qualification is required.
• Basic sales skills and customer-facing competencies are essential.
• Experience in financial services or insurance sales is advantageous.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer‑Focused

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

Education

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

Job description

Old Mutual South Africa invites self-motivated individuals to join as Financial Advisers. The role focuses on understanding client financial goals, offering tailored financial plans, and building lasting customer relationships.

Applicants should demonstrate strong consultative selling, communication, and the ability to identify sales opportunities. The position aligns with Old Mutual's commitment to serving African markets and achieving lifetime goals for clients.