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Aspiring Financial Adviser

Aspiring Financial Adviser

Old Mutual South AfricaVredenburg, 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 customer success by identifying financial needs and providing sound financial advice.
  • Recommend and implement fit-for-purpose financial plans and solutions to help customers achieve their lifetime goals.
  • Engage with customers to understand their financial objectives and build long-term relationships.

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)

    Closing Date

    18 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!

    #J-18808-Ljbffr

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    Aspiring Financial Adviser • Vredenburg, Western Cape, South Africa

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