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Aspiring Financial Advisor

4 weeks ago


Paarl, South Africa Old Mutual South Africa Full time

Join to apply for the Aspiring Financial Advisor role at Old Mutual South Africa . Position Overview 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. Key Responsibilities Assess customers’ financial needs and provide tailored advisory services. Recommend and implement suitable financial plans and solutions. Build strong relationships with clients and maintain ongoing communication. Achieve individual and team sales targets. Qualifications & Experience Education: Bachelor’s degree (B) or High School (Grade 12) – required. Strong communication and interpersonal skills. Self‑motivated, dynamic and entrepreneurial spirit. Experience in financial services or sales is an advantage. Role Details Seniority level: Internship Employment type: Full‑time Job function: Finance and Sales Other Requirements Old Mutual Limited encourages its workforce to be fully vaccinated against Covid‑19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual’s Covid‑19 vaccination policy for further detail. #J-18808-Ljbffr