Posted 3 days ago
Aspiring Financial Adviser (Queenstown)
AI Summary
Aspiring Financial Adviser at Old Mutual Life Assurance, based in Vredenburg. The role involves identifying customers' financial needs, providing financial advice, and recommending and implementing fit-for-purpose financial plans and solutions.
About this role
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.
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 RelationshipsCompetencies
Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityEducation
Matriculation Certificate (Matric)Closing Date
19 October 2026 , 23:59The 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!
Skills
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