Emerging Financial Advisor: Launch Your Advisory Career

Old Mutual Limited; Parys; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual Limited in South Africa is seeking self-motivated individuals to join as Financial Advisers. You will champion customers to reach lifetime goals by identifying financial needs, delivering sound financial advice, and implementing fit-for-purpose plans.

The role focuses on building trust, consultative selling, and identifying sales opportunities while maintaining customer service excellence and ethical standards.

Qualifications

• Must meet the minimum educational requirements (NQF Level 4 or Grade 12)
• Demonstrated ability to identify client financial needs and opportunities
• Proven capability to communicate clearly and build trust with clients

Responsibilities

• Identify clients' financial needs and goals.
• Provide sound financial advice tailored to each client.
• Recommend and implement fit-for-purpose financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Probing Questions

Education

NQF Level 4 - Grade 12

Job description

Old Mutual Limited in South Africa is seeking self-motivated individuals to join as Financial Advisers. You will champion customers to reach lifetime goals by identifying financial needs, delivering sound financial advice, and implementing fit-for-purpose plans.

The role focuses on building trust, consultative selling, and identifying sales opportunities while maintaining customer service excellence and ethical standards.