Emerging Financial Advisor: Shape Clients' Futures

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

Job summary

Old Mutual in South Africa seeks self-motivated individuals to become Financial Advisors, delivering sound financial advice and practical plans that help clients reach lifetime goals. Join Africa's leading insurer and build trusted relationships through consultative selling, customer focus and proactive identification of sales opportunities while balancing stakeholder needs.

The role emphasizes direct selling, building networks, and collaborating with teams to ensure client success and long-term

Qualifications

• NQF Level 4 - Grade 12 or equivalent.
• Self-motivated and entrepreneurial mindset.

Responsibilities

• Identify clients' financial needs and offer suitable plans.
• Provide sound financial advice and build lasting relationships.
• Champion customers to achieve lifetime goals.

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 in South Africa seeks self-motivated individuals to become Financial Advisors, delivering sound financial advice and practical plans that help clients reach lifetime goals. Join Africa's leading insurer and build trusted relationships through consultative selling, customer focus and proactive identification of sales opportunities while balancing stakeholder needs.

The role emphasizes direct selling, building networks, and collaborating with teams to ensure client success and long-term