Finance jobs in South Africa
Aspiring Financial Adviser
Old Mutual South Africa
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Aspiring Financial Adviser
Job summary
A leading insurance company in Africa is seeking a self-motivated Financial Advisor to help clients achieve their financial goals. The position involves identifying clients' needs, providing tailored financial advice, and implementing effective financial solutions. A Matriculation Certificate is required. The closing date for applications is September 29, 2025.
Responsibilities
- Championing valued customers to achieve their lifetime goals.
- Identifying financial needs and providing sound financial advice.
- Recommending and implementing suitable 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 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.
- 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 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.