Aspiring Financial Adviser

About this role

Old Mutual, one of Africa’s leading insurance companies, is hiring an Aspiring Financial Adviser in East London. The role is about helping individual customers understand their money and reach their lifetime goals through clear, practical financial plans.

What you’ll do

• Find out what each customer needs by asking good questions and listening closely.
• Give sound financial advice that suits each customer’s situation.
• Recommend financial plans and products that fit the customer’s needs.
• Put agreed financial plans and solutions into action with the customer.
• Build and keep strong, trusting relationships with customers.
• Follow up on customer feedback and keep accurate sales records.
• Work with colleagues and other stakeholders to get good results.

What you need

• Matric (Grade 12) Certificate.
• Strong communication skills, both spoken and written.
• A self-motivated, dynamic attitude with an entrepreneurial spirit.
• Good selling skills, including probing questions and qualifying prospects.
• Comfort using sales software and managing sales data.
• A customer-focused approach and the ability to build networks.

Is this job for you?

This role suits you if you enjoy meeting people and helping them make sound money decisions. You should be driven, act on your own initiative, and be ready to build a client base from the ground up.

Tips before you apply

• Have your matric certificate and ID document ready before you start your application.
• On your CV, show any sales, customer service or networking work you have done, even part-time or informal.
• Give a short example of a time you won someone’s trust or met a target, so the interviewer sees your drive.