PFA - Aspiring Financial Advisor

Posted One Month Ago
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Witbank, Nkangala District Municipality, Mpumalanga, ZAF
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
Identify customers’ financial needs, provide sound financial advice, recommend and implement suitable financial plans and solutions, and build long-term customer relationships. The role emphasizes consultative and direct selling, prospect qualification, identifying sales opportunities, customer service, trust building, sales data management, and entrepreneurial initiative. Applicants need an NQF Level 5 qualification or an equivalent higher, advanced, or occupational certificate.
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

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

Closing Date

29 November 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
  • Customer-focused approach and customer service skills
  • Consultative and direct selling skills
  • Ability to identify financial needs and sales opportunities
  • Ability to provide financial advice and recommend suitable financial plans
  • Oral communication and relationship-building skills
  • Self-motivated, dynamic, and entrepreneurial mindset
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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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