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Aspiring Financial Adviser ( Claremont)

Aspiring Financial Adviser ( Claremont)

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

Overview

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.

Responsibilities

  • Champion customers to achieve their lifetime financial goals by identifying needs and providing sound financial advice.
  • Recommend and implement fit-for-purpose financial plans and solutions.

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
  • Qualifications

  • Matriculation Certificate (Matric)
  • Education

    Matriculation Certificate (Matric)

    Closing Date

    19 October 2025, 23 : 59

    Employment details

  • Seniority level : Internship
  • Employment type : Full-time
  • Job function : Finance and Sales
  • Additional notes

    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!

    #J-18808-Ljbffr

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

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