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Aspiring Financial Adviser

Aspiring Financial Adviser

Old Mutual South AfricaCape Town, Western Cape, South Africa
30+ days ago
Job description

Aspiring Financial Adviser – Old Mutual South Africa

Let's write Africa's story together! Old Mutual is a firm believer in the African opportunity and its diverse talent reflects this.

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.

Key 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 Relationships

Competencies

  • Action Oriented
  • Balances Stakeholders
  • Builds Networks
  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Decision Quality
  • Ensures Accountability

    • Education

  • Matriculation Certificate (Matric)

    • Job Details

  • Seniority level : Internship
  • Employment type : Full-time
  • Job function : Finance and Sales
  • Location : Cape Town, Western Cape, South Africa
  • Closing Date : 20 November 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.

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    Aspiring Financial Adviser • Cape Town, Western Cape, South Africa