Advancing Financial Adviser

Posted 4 Days Ago
Be an Early Applicant
Pretoria, Tshwane, Gauteng, ZAF
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
Advise prospective and existing customers on financial solutions through consultative selling, customer needs identification, prospect qualification, relationship building, and sales opportunity development. The role requires managing customer feedback, maintaining sales data, communicating effectively, and delivering a customer-focused advisory experience.
Summary Generated by Built In

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Skills

Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

24 September 2026 , 23:59

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.

The Old Mutual Story!

Skills Required

  • NQF Level 5 Higher, Advanced or Occupational Certificate, or equivalent
  • Consultative selling and strategic selling skills
  • Customer service, customer focus, and customer relationship-building skills
  • Ability to identify customer needs, qualify prospects, and identify sales opportunities
  • Oral communication and probing-question skills
  • Sales data management and sales software experience
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The Company
HQ: London
12,448 Employees

What We Do

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica

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