Finance jobs in South Africa
Financial Planner - South East Gauteng 2024
Sanlam Limited
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Sanlam Limited
Aspiring Financial Adviser
Old Mutual South Africa
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Old Mutual South Africa
Emerging Financial Advisor: Build Trusted Plans
Old Mutual South Africa
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Old Mutual South Africa
Entrepreneurial Financial Advisor - Build Trust & Plans
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Aspiring Financial Adviser: Build Trust & Impact
Old Mutual
Financial Accountant (Mobeni, KZN)
Top Recruitment
Disbursement Financial Controller
Boardroom Appointments
Branch Consultant/ Financial Advisor - Makhado (Louis Trichardt)
Sanlam
Trusted Financial Advisor - Build Futures for Clients
Old Mutual South Africa
Aspiring Financial Adviser
Job summary
A leading insurance company in South Africa is seeking self-motivated individuals to become Financial Advisers. You will champion customer goals, provide sound financial advice, and recommend suitable financial plans. This role requires a Matriculation Certificate and a passion for helping customers achieve their lifetime goals. Join a dynamic team in a rewarding environment.
Responsibilities
- Champion valued customers to achieve their lifetime goals by identifying their financial needs.
- Provide sound financial advice.
- Recommend and implement fit-for-purpose financial plans and solutions.
Skills
Education
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.
- Champion valued customers to achieve their lifetime goals by identifying their financial needs
- Provide sound financial advice
- Recommend and implement fit-for-purpose financial plans and solutions
- 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 Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Matriculation Certificate (Matric)
18 September 2025, 23:59
The 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.