Launch Your Financial Advisory Career - Client Impact

Old Mutual Limited; Paarl; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited in Paarl is seeking self-motivated individuals to train as Aspiring Financial Advisers. You will engage with clients to assess financial needs, explain fit-for-purpose plans, and build trust through consultative selling.

The role emphasizes customer understanding, direct selling, and ongoing relationship strengthening. Ideal candidates show leadership potential, strong communication, and a passion for helping clients achieve lifetime financial goals.

Qualifications

• Matriculation Certificate is required.
• Aspires to be a Financial Adviser.
• No specific degree required; focus on drive and customer skills.

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

Matriculation Certificate

Tools

Sales Software

Job description

Old Mutual Limited in Paarl is seeking self-motivated individuals to train as Aspiring Financial Advisers. You will engage with clients to assess financial needs, explain fit-for-purpose plans, and build trust through consultative selling.

The role emphasizes customer understanding, direct selling, and ongoing relationship strengthening. Ideal candidates show leadership potential, strong communication, and a passion for helping clients achieve lifetime financial goals.