Emerging Financial Advisor: Shape Africa's Financial Future

Old Mutual Limited; Tzaneen; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated Financial Advisors to champion customers’ lifetime goals through sound financial planning and tailored solutions. The role emphasizes consultative selling, building trust, and identifying opportunities.

The position requires strong customer focus, interpersonal skills, and the ability to translate needs into fit-for-purpose financial plans, with guidance and support from the firm’s resources.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Identify financial needs, provide sound financial advice and implement fit-for-purpose plans.
• Champion valued customers to help achieve lifetime financial goals.

Responsibilities

• Advise clients on financial planning and solutions to meet goals.
• Identify opportunities and build trusted relationships with customers.
• Present suitable financial plans and support implementation.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Identifying Sales Opportunities

Probing Questions

Qualifying Prospects

Sales Data Management

Strategic Selling

Strengthening Customer Relationships

Oral Communications

Education

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

Job description

Old Mutual Limited is seeking self-motivated Financial Advisors to champion customers’ lifetime goals through sound financial planning and tailored solutions. The role emphasizes consultative selling, building trust, and identifying opportunities.

The position requires strong customer focus, interpersonal skills, and the ability to translate needs into fit-for-purpose financial plans, with guidance and support from the firm’s resources.