Aspiring Financial Adviser

Old Mutual South AfricaMthatha, Eastern Cape, South Africa

30+ days ago

Job description

Aspiring Financial Adviser

Old Mutual South Africa seeks self‑motivated, dynamic individuals with an entrepreneurial spirit to join our team in Umtata, Eastern Cape, South Africa. This role focuses on championing our valued customers to achieve lifetime financial goals by identifying their needs, providing sound financial advice, and recommending and implementing fit‑for‑purpose financial plans and solutions.

Responsibilities

Identify customer financial needs and provide tailored advice.
Recommend and implement financial plans and solutions that fit customer goals.
Build trust and maintain strong customer relationships.
Conduct consultative selling and identify sales opportunities.
Provide customer feedback management and service support.

Required 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

NQF Level 4 – Grade 12, school leaving certificate, national or occupational certificate or equivalent.

Seniority Level

Internship

Employment Type

Full‑time

Job Function

Finance and Sales

Location

Umtata, Eastern Cape, South Africa

Closing Date

05 December 2025, 23 : 59

Employment Equity Statement

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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Financial Adviser • Mthatha, Eastern Cape, South Africa