Old Mutual

Life insurance, asset management, and banking

Aspiring Financial Adviser

Wealth Management & Financial AdvisoryUpdated on Nov 10

Full-timePretoria, South AfricaNo salary listedIn-person

About the Job

Requirements

NQF Level 5 Higher, Advanced or Occupational Certificate, or equivalent.
Demonstrated ability to build trust, conduct consultative and direct selling, and identify sales opportunities.
Ability to manage customer feedback and sales data using sales software.
Ability to understand customers, provide customer service, ask probing questions, qualify prospects, and strengthen customer relationships.
Ability to communicate orally and communicate effectively, collaborate, build networks, balance stakeholders, ensure accountability, exercise decision quality, and take action.

Responsibilities

Champion valued customers in achieving their lifetime goals by identifying their financial needs.
Provide sound financial advice and recommend and implement fit-for-purpose financial plans and solutions.

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 Advisor

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.

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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures Accountability

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

30 December 2026 , 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!

About the Company

Old Mutual

Life insurance, asset management, and banking

Generating summary for Old Mutual.

Company size: 10,001+
Company stage: IPO
Headquarters: London, United Kingdom
Founded: 1845

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