Rising Financial Advisor: Build Trusted Plans

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

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers, helping clients meet lifetime financial goals through tailored advice and planning. The role emphasizes trust-building, consultative selling, and customer-centered service, with opportunities to identify needs, propose suitable plans, and implement solutions for clients across the region.

Applicants should have NQF Level 4/Grade 12 or equivalent, plus strong communication and sales skills; closing date

Qualifications

• Must have NQF Level 4 - Grade 12 or equivalent.
• Strong communication and customer-service skills required.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customers to achieve lifetime financial goals.

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

Job description

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers, helping clients meet lifetime financial goals through tailored advice and planning. The role emphasizes trust-building, consultative selling, and customer-centered service, with opportunities to identify needs, propose suitable plans, and implement solutions for clients across the region.

Applicants should have NQF Level 4/Grade 12 or equivalent, plus strong communication and sales skills; closing date