Financial Adviser - Grow Client Relationships & Solve Needs

Old Mutual South Africa

Vereeniging

On-site

ZAR 180,000 - 240,000

Full time

14 days+

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Job summary

Old Mutual South Africa in Gauteng seeks driven individuals to champion customer goals by identifying financial needs and recommending fit-for-purpose financial plans and solutions.

You will be responsible for procuring new business, expanding sales with existing customers, and working mainly on your own leads to grow a sustainable portfolio.

Closing date: 19 September 2026, 23:59. The appointment aligns with the Employment Equity Plan and the designated business unit.

Qualifications

NQF Level 5 or equivalent is required.
Ability to assess financial needs and advise suitable plans.

Responsibilities

Procure new business opportunities
Expand sales of products and services with existing customers
Work mainly on own leads to grow portfolio

Skills

Self-motivated

Dynamic

Entrepreneurial Spirit

Consultative Selling

Customer Focus

Oral Communications

Probing Questions

Identifying Sales Opportunities

Direct Selling

Sales Data Management

Building Trust

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual South Africa in Gauteng seeks driven individuals to champion customer goals by identifying financial needs and recommending fit-for-purpose financial plans and solutions.

You will be responsible for procuring new business, expanding sales with existing customers, and working mainly on your own leads to grow a sustainable portfolio.

Closing date: 19 September 2026, 23:59. The appointment aligns with the Employment Equity Plan and the designated business unit.

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