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Aspiring Financial Adviser
Old Mutual Life Assurance Company (SA) Ltd (PFA)
Senior Data Team Lead, home-based in South Africa
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Aspiring Financial Adviser
Job summary
Old Mutual seeks self-motivated individuals aspiring to be Financial Advisers. This role focuses on guiding customers towards achieving financial goals, requiring consultative skills, customer service, and a Matric Certificate. Join a leading insurance company and help shape Africa's financial narrative.
Qualifications
- Matriculation Certificate (Matric) is required.
- Self-motivated individuals with a passion for entrepreneurial initiatives.
- Ability to provide financial advice and customer relationship management.
Responsibilities
- Champion valued customers to achieve lifetime goals by identifying financial needs.
- Provide sound financial advice and implement financial plans.
Skills
Education
Tools
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Aspires to be a Financial Adviser
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 RelationshipsCompetencies
Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Decision Quality Ensures AccountabilityEducation
Matriculation Certificate (Matric) (Required)Closing Date
29 June 2025 , 23:59The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.