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For Companies At a Glance
- Tasks: Help clients achieve their financial goals with tailored advice and solutions.
- Company: Join Old Mutual, a leading insurance company in Africa.
- Benefits: Gain valuable experience, mentorship, and a chance to grow your career.
- Why this job: Make a real difference in people's lives while building your own entrepreneurial skills.
- Qualifications: Matriculation Certificate required; passion for finance and sales is a must.
- Other info: Dynamic internship with opportunities for networking and professional growth.
Overview
Aspiring Financial Adviser (Queenstown) at Old Mutual South Africa. 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.
Responsibilities
- Identify clients\’ financial needs and provide sound financial advice
- Recommend and implement fit-for-purpose financial plans and solutions
- Champion customer service and build lasting relationships
- Engage in consultative selling and identify sales opportunities
- Deliver customer-focused service and gather customer feedback
Skills
- Building Trust
- Consultative Selling
- Customer Feedback Management
- Customer Focus
- Customer Service
- Direct Selling
- Sales Data Management
- Strategic Selling
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Decision Quality
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
20 November 2025, 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.
Seniority level
- Internship
Employment type
- Full-time
Job function
- Finance and Sales
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Aspiring Financial Adviser (Queenstown) employer: Old Mutual Limited
Contact Detail:
Old Mutual Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Aspiring Financial Adviser (Queenstown)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Practice your pitch! You need to be able to sell yourself just like you would sell a financial plan. Prepare a short, engaging introduction about who you are and what you bring to the table. This will help you stand out when meeting potential employers.
✨Tip Number 3
Research the company! Before any interview, make sure you know Old Mutual inside out. Understand their values, services, and recent news. This shows you’re genuinely interested and helps you tailor your answers to align with their goals.
✨Tip Number 4
Apply through our website! We’ve got all the latest openings listed there, and it’s the best way to ensure your application gets seen. Plus, it shows you’re proactive and serious about joining the team!
We think you need these skills to ace Aspiring Financial Adviser (Queenstown)
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the financial industry shine through. We want to see that entrepreneurial spirit you’ve got! Share why you’re excited about helping clients achieve their financial goals.
Tailor Your Application: Make sure to customise your application to highlight how your skills align with the role. We’re looking for self-motivated individuals, so showcase your experience in consultative selling and customer service to stand out!
Be Clear and Concise: Keep your writing clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it’s relevant, and make sure your passion for customer service comes across!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Old Mutual Limited
✨Know Your Financial Stuff
Brush up on your financial knowledge before the interview. Understand basic concepts like investment strategies, insurance products, and financial planning. This will help you answer questions confidently and show that you're serious about the role.
✨Showcase Your People Skills
As a Financial Adviser, building relationships is key. Prepare examples of how you've successfully engaged with clients or customers in the past. Highlight your consultative selling approach and how you’ve managed customer feedback to improve service.
✨Demonstrate Your Entrepreneurial Spirit
Old Mutual is looking for self-motivated individuals. Share instances where you've taken initiative or led projects. This could be anything from starting a small business to leading a team project at school. Show them you have that entrepreneurial drive!
✨Ask Insightful Questions
Prepare thoughtful questions about the company and the role. This shows your genuine interest and helps you understand if it's the right fit for you. Ask about their approach to customer service or how they support their advisers in achieving sales targets.