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For Companies At a Glance
- Tasks: Help customers achieve their financial goals with tailored advice and solutions.
- Company: Join Old Mutual, a leading insurance company committed to Africa's growth and diversity.
- Benefits: Enjoy a full-time role with opportunities for personal growth and a supportive work environment.
- Why this job: Be part of a dynamic team that values entrepreneurial spirit and customer success.
- Qualifications: Looking for self-motivated individuals with strong communication and networking skills.
- Other info: Must disclose vaccination status; commitment to diversity and inclusion is key.
The predicted salary is between 21600 - 36000 £ per year.
Let\’s Write Africa\’s Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
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
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Skills
Competencies:
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
Specific educational requirements not provided.
Closing Date
24 April 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.
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Experienced Financial Advisor employer: Old Mutual
Contact Detail:
Old Mutual Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced Financial Advisor
✨Tip Number 1
Network with professionals in the financial services industry. Attend local events or join online forums where you can connect with current financial advisors and learn about their experiences at Old Mutual.
✨Tip Number 2
Familiarize yourself with Old Mutual's products and services. Understanding what they offer will help you articulate how you can contribute to expanding their customer base and enhancing client relationships.
✨Tip Number 3
Demonstrate your entrepreneurial spirit by showcasing any previous initiatives you've taken in your career. Highlighting your ability to drive results and build networks will resonate well with the hiring team.
✨Tip Number 4
Prepare for the interview by practicing common financial advisory scenarios. Be ready to discuss how you would identify clients' needs and recommend tailored financial solutions, as this is a key aspect of the role.
We think you need these skills to ace Experienced Financial Advisor
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Experienced Financial Advisor position. Understand the responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous experience in financial advising or related fields. Use specific examples that demonstrate your ability to procure new business and expand sales.
Showcase Your Skills: Make sure to highlight key skills mentioned in the job description, such as being action-oriented, effective communication, and customer focus. Provide concrete examples of how you've demonstrated these skills in past roles.
Personalize Your Application: Address your application to Old Mutual specifically. Mention why you are interested in working with them and how your values align with their mission of championing customers to achieve their lifetime goals.
How to prepare for a job interview at Old Mutual
✨Show Your Passion for Financial Advisory
Make sure to express your enthusiasm for helping clients achieve their financial goals. Share specific examples of how you've successfully guided clients in the past, demonstrating your commitment to their success.
✨Demonstrate Your Networking Skills
Since the role involves expanding sales and working on leads, be prepared to discuss how you build and maintain relationships with clients. Highlight any strategies you've used to create a strong network in the financial sector.
✨Prepare for Behavioral Questions
Expect questions that assess your action-oriented mindset and ability to balance stakeholder needs. Use the STAR method (Situation, Task, Action, Result) to structure your responses and provide clear examples from your experience.
✨Understand Old Mutual's Values
Familiarize yourself with Old Mutual's commitment to diversity and the African opportunity. Be ready to discuss how your values align with theirs and how you can contribute to their mission of championing customers' financial journeys.
