Finance jobs in South Africa
Branch Consultant / Financial Advisor - Richards Bay
Sanlam
Branch Consultant/Financial Advisor - Richards Bay
Sanlam Limited
Discover more opportunities than anywhere else. Find more jobs nowDynamic Financial Advisor: Build Relationships & Drive Growth
Old Mutual South Africa
Connect with headhunters to apply for similar jobsAspiring Financial Adviser: Build Client-Centric Wealth
Old Mutual
Strategic Financial Controller - Budgeting, Reporting & Growth
Profile Personnel
Hybrid-Remote Admin & Finance Team Lead
Brambles Limited
Aspiring Financial Adviser
Job summary
A leading insurance company in South Africa seeks a self-motivated Financial Adviser to help customers achieve their financial goals. The role involves providing financial advice, identifying needs, and implementing suitable plans. Applicants should have a Matric qualification and possess strong consultative and customer service skills. Join us to champion our valued customers!
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) (Required)
29 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.