Future Financial Advisor — Build Trust & Create Plans

Old Mutual South Africa; Pietermaritzburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisors. You will identify clients’ financial needs, provide sound financial advice and implement tailored plans to help customers reach lifetime goals.

The role emphasizes consultative selling, building trust, and strengthening customer relationships, with a focus on proactive prospecting and data-driven selling strategies.

Qualifications

• NQF Level 4 or equivalent educational qualification.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion our customers to achieve lifetime goals through effective relationship management.
• Identify sales opportunities and convert them into financial solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

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

Job description

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisors. You will identify clients’ financial needs, provide sound financial advice and implement tailored plans to help customers reach lifetime goals.

The role emphasizes consultative selling, building trust, and strengthening customer relationships, with a focus on proactive prospecting and data-driven selling strategies.