Future Financial Advisor - Newcastle & Surrounds

Old Mutual Limited; Newcastle, Vryheid; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Old Mutual Limited in Newcastle is seeking aspiring financial advisers to champion customers’ financial goals by identifying needs, providing trusted advice, and recommending tailored plans. The role emphasizes entrepreneurial spirit, self-motivation, and a customer-first approach within a major African insurer.

The successful candidate will work toward building trusted relationships, delivering proactive service, and growing a professional client base in the Newcastle/Vryheid region with

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Responsibilities

• Identify customers' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion our valued customers to achieve lifetime goals.

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 Limited in Newcastle is seeking aspiring financial advisers to champion customers’ financial goals by identifying needs, providing trusted advice, and recommending tailored plans. The role emphasizes entrepreneurial spirit, self-motivation, and a customer-first approach within a major African insurer.

The successful candidate will work toward building trusted relationships, delivering proactive service, and growing a professional client base in the Newcastle/Vryheid region with