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Aspiring Financial Adviser

Aspiring Financial Adviser

Old Mutual South AfricaPolokwane, Limpopo, 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. The role is to champion our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing "fit for purpose" financial plans and solutions. Aspires to be a Financial Adviser.

Responsibilities

  • Champion valued customers to achieve their lifetime goals by identifying their financial needs
  • Provide 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
  • Education

  • Matriculation Certificate (Matric) (Required)
  • Closing Date

    30 August 2025, 23 : 59

    Seniority level

  • Internship
  • Employment type

  • Full-time
  • Job function

  • Finance and Sales
  • EEO 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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