Aspiring Financial Adviser

About this role

Old Mutual, one of Africa’s leading insurance companies, is looking for people to work as Aspiring Financial Advisers in Bloemfontein, with the Welkom area also covered. The role helps customers plan for their lifetime goals by giving them clear, practical money advice.

What you’ll do

• Get to know customers and find out what financial needs they have.
• Give sound financial advice that fits each customer’s situation.
• Recommend financial plans and solutions that are suited to what the customer needs.
• Put agreed plans and solutions into action with the customer.
• Build and keep strong, trusting relationships with customers.
• Spot new sales opportunities and manage sales data and reports using sales software.
• Collect customer feedback and use it to improve service.

What you need

• NQF Level 4 (Grade 12), a school leaving certificate, or a national or occupational certificate, or an equivalent qualification. This is required.
• Strong oral communication skills and a friendly, customer-first approach.
• A self-motivated, entrepreneurial attitude.
• Good skills in building trust, asking probing questions and selling in a consultative way.
• Comfort working with sales software and sales data.
• Action-oriented, able to work well with others and take responsibility for your results.

Is this job for you?

This role suits people who enjoy talking to people and helping them make decisions about money. If you are driven, like to set your own goals and want to grow your income through your own effort, this could be a good fit.

Tips before you apply

• Have your matric certificate or Grade 12 results ready to upload or show.
• Highlight any sales, customer service or people-facing work on your CV, even if it was part-time or informal.
• Use a short example from your past to show how you built trust with a customer or met a target.

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