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Aspiring Financial Adviser
Job summary
A leading insurance company in South Africa is looking for self-motivated individuals to become Financial Advisers. Responsibilities include providing tailored financial advice, identifying client needs, and implementing financial plans. Candidates should have a passion for customer service and a Grade 12 qualification. This dynamic role offers an opportunity to impact clients' lives significantly.
Responsibilities
- Champion our valued customers to achieve their lifetime goals.
- Identify financial needs and provide sound financial advice.
- Recommend and implement fit for purpose financial plans.
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.
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
Role at a glance: 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
NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
05 December 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.