Pfa - Aspiring Financial Advisor

Old Mutual; eMalahleni; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual in Witbank is seeking motivated individuals to start a career as an aspiring Financial Advisor. You will identify clients' financial needs, provide sound financial advice, and tailor fit-for-purpose plans and solutions.

This entry role emphasizes trust-building, consultative selling, and customer-focused service within Africa's leading insurance company; training and mentorship are available.

Qualifications

• NQF Level 5 or equivalent required.
• Strong communication and interpersonal skills essential.
• Ability to understand clients' financial goals and tailor plans.

Responsibilities

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

Skills

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Aspires to be a Financial Advisor

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "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

Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures Accountability

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

29 November 2026 , 23:59

PFA - Aspiring Financial Advisor Witbank