Junior Financial Adviser & Planner

Old Mutual; Cape Town; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual is seeking self-motivated individuals to join as Aspirants to be Financial Advisers in Cape Town. The role focuses on championing customers to achieve lifetime goals by identifying needs, providing sound financial advice, and implementing tailored financial plans and solutions.

The position emphasizes entrepreneurial drive, strong communication, and consultative selling to build trust and strengthen customer relationships within one of Africa's leading insurance companies.

Qualifications

• Matriculation Certificate required.
• Self-motivated and entrepreneurial spirit to pursue opportunities in financial services.
• Experience in customer-facing sales or financial planning is advantageous.

Responsibilities

• Identify clients' financial needs and lifetime goals.
• Provide sound financial advice and tailor fit financial plans.
• Implement recommended financial solutions and follow up on progress.

Skills

Building Trust

Consultative Selling

Customer Feedback

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Education

Matriculation Certificate (Matric)

Job description

Old Mutual is seeking self-motivated individuals to join as Aspirants to be Financial Advisers in Cape Town. The role focuses on championing customers to achieve lifetime goals by identifying needs, providing sound financial advice, and implementing tailored financial plans and solutions.

The position emphasizes entrepreneurial drive, strong communication, and consultative selling to build trust and strengthen customer relationships within one of Africa's leading insurance companies.