Emerging Financial Advisor: Help Clients Reach Goals

Old Mutual Limited; eMalahleni; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual Limited in South Africa invites applications for an Aspires to be a Financial Advisor role. You will identify clients' financial needs and provide sound financial guidance to help them achieve lifetime goals.

The position requires self-motivation, an entrepreneurial spirit, and the ability to build trust through consultative selling. Eligibility includes NQF Level 4 or equivalent and closing date 29 January 2027.

Qualifications

• Experience in financial advisory is beneficial.
• Must meet education requirements including Grade 12 or equivalent.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

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 Limited in South Africa invites applications for an Aspires to be a Financial Advisor role. You will identify clients' financial needs and provide sound financial guidance to help them achieve lifetime goals.

The position requires self-motivation, an entrepreneurial spirit, and the ability to build trust through consultative selling. Eligibility includes NQF Level 4 or equivalent and closing date 29 January 2027.