Financial Adviser: Guide Clients to Lifelong Financial Goals

Old Mutual South Africa; Bloemfontein; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisers in Bloemfontein, helping customers achieve lifetime financial goals with tailored plans. The role emphasizes identifying needs, sound advice and implementing suitable solutions.

Ideal candidates have a strong focus on customer service, relationship building and effective sales techniques, with a minimum education level of Grade 12 or equivalent. Closing date: 30 December 2026.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required).
• Experience in building trust, consultative selling and customer service is essential.

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)

Tools

Sales Software

Job description

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisers in Bloemfontein, helping customers achieve lifetime financial goals with tailored plans. The role emphasizes identifying needs, sound advice and implementing suitable solutions.

Ideal candidates have a strong focus on customer service, relationship building and effective sales techniques, with a minimum education level of Grade 12 or equivalent. Closing date: 30 December 2026.