Emerging Financial Advisor - Craft Trusted Financial Plans

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

Job summary

Old Mutual South Africa is seeking self-motivated Financial Advisers to help customers achieve their lifetime financial goals by identifying needs and offering fit-for-purpose plans.

You will champion customers, provide sound financial advice, and build trusted relationships through consultative selling and proactive service.

Join a leading African insurance company committed to client outcomes and career development in a role that combines planning, sales, and customer care.

Qualifications

• NQF Level 4 or equivalent required.
• Grade 12 or equivalent required.
• Demonstrated ability to build trust and perform consultative selling.

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

Job description

Old Mutual South Africa is seeking self-motivated Financial Advisers to help customers achieve their lifetime financial goals by identifying needs and offering fit-for-purpose plans.

You will champion customers, provide sound financial advice, and build trusted relationships through consultative selling and proactive service.

Join a leading African insurance company committed to client outcomes and career development in a role that combines planning, sales, and customer care.