Aspiring Financial Adviser

Reposted 4 Days Ago
Be an Early Applicant
Ceres, CA, USA
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
Engage prospective clients to identify financial needs, provide tailored financial advice, recommend and implement suitable insurance and financial plans, build and maintain customer relationships, and pursue sales opportunities through consultative selling and customer-focused service.
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.

Aspires to be a Financial Advisor

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.

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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures Accountability

Education

Matriculation Certificate (Matric)

Closing Date

19 October 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

  • Matriculation Certificate (Matric)
  • Self-motivated and dynamic individual
  • Entrepreneurial spirit
  • Consultative selling and direct selling skills
  • Customer-focused mindset and customer service experience
  • Oral communication and probing/qualifying prospect skills
  • Experience with sales software and sales data management
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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

Similar Jobs

Snap Inc. Logo Snap Inc.

Senior Specialist, Global Sales Onboarding (Fixed Term)

Artificial Intelligence • Cloud • Machine Learning • Mobile • Software • Virtual Reality • App development
Hybrid
3 Locations
5000 Employees
111K-196K Annually

Enigma Logo Enigma

Executive Assistant

Fintech • Information Technology • Machine Learning • Marketing Tech • Software • Business Intelligence • Big Data Analytics
Hybrid
Los Angeles, CA, United States
71 Employees
80K-120K Annually

NinjaOne Logo NinjaOne

Senior Software Engineer

Information Technology • Productivity • Software • Infrastructure as a Service (IaaS)
Remote or Hybrid
18 Locations
2000 Employees
150K-220K Annually

Adyen Logo Adyen

Counsel

Fintech • Payments • Financial Services
Easy Apply
Hybrid
3 Locations
4771 Employees
160K-300K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account