Aspiring Financial Adviser

4 weeks ago


Mthatha, South Africa Old Mutual South Africa Full time

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. #J-18808-Ljbffr



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