Junior Financial Adviser: Build Trust & Grow Clients

Old Mutual Limited; Pretoria; Presencial; ZAR 180.000 - 300.000; Jornada completa

Descripción de la vacante

Old Mutual Limited in Pretoria is seeking self-motivated individuals to become aspiring financial advisers, guiding clients to achieve lifetime financial goals through tailored plans. The role emphasizes building trust, understanding customer needs, and delivering sound financial advice, with opportunities to develop sales skills in a leading African insurer.

Applicants should have Matric and a proactive entrepreneurial spirit; closing date 19 November 2026; appointment in line with Employment

Formación

• Matriculation certificate (Matric) required.
• Self-motivated with entrepreneurial spirit.
• Excellent communication and sales skills.

Responsabilidades

• Identify client financial needs and provide tailored advice.
• Recommend and implement fit-for-purpose financial plans.
• Build trust and sustain long-term client relationships.

Conocimientos

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

Educación

Matriculation Certificate (Matric)

Descripción del empleo

Old Mutual Limited in Pretoria is seeking self-motivated individuals to become aspiring financial advisers, guiding clients to achieve lifetime financial goals through tailored plans. The role emphasizes building trust, understanding customer needs, and delivering sound financial advice, with opportunities to develop sales skills in a leading African insurer.

Applicants should have Matric and a proactive entrepreneurial spirit; closing date 19 November 2026; appointment in line with Employment