Entrepreneurial Financial Advisor

Old Mutual Limited; Bethlehem; On-site; ZAR 300,000 - 520,000; Full time

Job summary

Old Mutual Limited invites self-motivated individuals to join as Financial Advisers, helping customers achieve lifetime goals by identifying financial needs and recommending fit-for-purpose plans.

The role emphasizes consultative selling, client understanding, and strong relationship-building within one of Africa’s leading insurance companies. Closing date and equity considerations apply.

Qualifications

• Role requires ability to identify financial needs and provide sound financial advice.
• Experience in direct selling and consultative sales is important.
• Understanding customer needs and building trust are critical for success.

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 Limited invites self-motivated individuals to join as Financial Advisers, helping customers achieve lifetime goals by identifying financial needs and recommending fit-for-purpose plans.

The role emphasizes consultative selling, client understanding, and strong relationship-building within one of Africa’s leading insurance companies. Closing date and equity considerations apply.