Launch Your Financial Advisory Career

Old Mutual South Africa; Modimolle; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual South Africa is looking for self-motivated and dynamic individuals to join as Financial Advisers. You will champion customers to achieve their lifetime goals by identifying financial needs, providing sound financial advice, and implementing fit-for-purpose financial plans and solutions.

The role emphasizes building trust, consultative selling, and strengthening customer relationships while offering opportunities to grow within Africa's leading insurer.

Qualifications

• NQF Level 4 or Grade 12 or equivalent is required.
• National or Occupational Certificate or equivalent is required.

Responsibilities

• Identify customers' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.

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 South Africa is looking for self-motivated and dynamic individuals to join as Financial Advisers. You will champion customers to achieve their lifetime goals by identifying financial needs, providing sound financial advice, and implementing fit-for-purpose financial plans and solutions.

The role emphasizes building trust, consultative selling, and strengthening customer relationships while offering opportunities to grow within Africa's leading insurer.