Aspiring Financial Adviser (Full‑Time)
Old Mutual · Vredenburg
Job description
About the role
Old Mutual is seeking self‑motivated individuals with an entrepreneurial spirit to join our team as Aspiring Financial Advisers. In this full‑time position you will help customers achieve their long‑term financial goals by understanding their needs and recommending suitable solutions.
Key responsibilities
- Identify clients' financial objectives and assess their current situation.
- Provide clear, unbiased financial advice and propose tailored financial plans.
- Implement approved solutions and monitor progress toward client goals.
- Maintain accurate records of client interactions and sales activities.
- Build and nurture long‑term relationships with customers.
Required profile
- Matriculation Certificate (Matric) or equivalent.
- Strong communication and consultative selling abilities.
- Customer‑focused mindset with a drive to achieve results.
- Ability to work independently and as part of a team.
Required skills
- Consultative selling.
- Customer relationship management.
- Sales data handling.
- Effective oral communication.
What we offer
- Opportunity to develop a career within one of Africa's leading insurance and financial services firms.
- Training and mentorship to build professional expertise.
- Dynamic work environment that values diversity and inclusion.
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Published 1 month ago
Expires 1 week from now
28 views · 0 interested
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Old Mutual
Vredenburg