Financial Adviser - Help Clients Achieve Lifetime Goals

EdUpStairs; Hartswater, De Aar, Douglas; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual Limited in De Aar, Northern Cape, South Africa, seeks self-motivated individuals who aspire to be financial advisers and champion customers’ lifetime goals. You will identify needs, provide sound financial advice, and implement fit-for-purpose plans while delivering strong customer service.

The role emphasizes consultative selling, trust-building, and proactive needs analysis to drive client outcomes in a dynamic insurance environment.

Qualifications

• Experience in customer-focused financial advisory or sales roles.
• Strong communication and consultative selling skills.
• Ability to identify and qualify sales opportunities with customers.

Responsibilities

• Carry out standard customer service activities and handle simple customer inquiries.
• Provide advisory support and solutions aligned to clients' financial goals.
• Assess compliance and recommend fit-for-purpose financial plans.

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 in De Aar, Northern Cape, South Africa, seeks self-motivated individuals who aspire to be financial advisers and champion customers’ lifetime goals. You will identify needs, provide sound financial advice, and implement fit-for-purpose plans while delivering strong customer service.

The role emphasizes consultative selling, trust-building, and proactive needs analysis to drive client outcomes in a dynamic insurance environment.