37 Jobs in Lichtenburg

Overview

Job Purpose

To provide personalised advice financial solutions client service and educate clients on the convenience security and functionality of self-service solutions in order to meet business goals and exceed client expectations.

Client Engagement :

• Respond to client needs by offering the right service and solution.
• Nurture strong long-standing client relationships.
• Educate clients and potential clients on how to subscribe and service their account.
• Educate clients on the convenience security and functionality of self-service solutions.
• Provide knowledgeable client service that fosters mutual trust and confidence.
• Discover clients needs through connecting understanding and delivering financial solutions with care.
• Provide financial strategies and advice using a holistic approach to help clients achieve their goals and grow financially.
• Own the client request end to end and route for alternative intervention if not equipped to service the client.
• Identify cross-selling opportunities through client engagement and quality conversations.
• Facilitate the sales process by informing clients of the product features and benefits.
• Fulfill clients needs through documenting needs analysis and by providing suitable financial product solutions.
• Obtain referrals from existing clients as well as leads from other business units.
• Build maintain and retain client relationships by keeping clients informed of progress or action taken regarding their applications queries and requests.
• Educate clients on the use of alternative cost effective time saving and convenient self-service channels.
• Provide complete solution to clients by networking and collaborating with internal stakeholders.
• Provide input into client financial analysis make recommendations to credit and monitor the return of security documentation.
• Identify and recommend opportunities to enhance processes systems and policies.

Nedbank Goals :

• Contribute to the success of Nedbank through meeting your service excellence teamwork and personal development goals whilst adhering to Nedbank security operational and compliance procedures and policies.
• Act in the clients interest inform the client do what you say and promise take accountability and go the extra mile.
• Develop retain and grow the business by delivering against individual and team goals that support a positive client experience.
• Achieve business objectives and identify and execute on quality sales leads.
• Increase market share of primary clients by entrenching clients through Core needs discussions salary and debit order switching as well as enrolling clients on the various digital platforms.

Risk and Compliance :

• Mitigate risks and meet legislative requirements (e.g. FICA FAIS and Letter of Authority) by being accredited and updating and maintaining client information.
• Report suspicious transactions to the relevant department.
• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters communications and training material.

Job Responsibilities Continue

Essential Qualifications - NQF Level

• Advanced Diplomas / National 1st Degrees

Preferred Qualification

FAIS Approved Qualification

Essential Certifications

Preferred Certifications

Minimum Experience Level

3 - 6 years

Retail / Banking Client Service Sales Relationship experience

• Product sales skills
• Sales Strategies
• Product Knowledge
• Customer service principles
• Nedbank policies and procedures
• Customer relationship management

• Building Customer Loyalty
• Building Trusting Relationships
• Sales Persuasion
• Technology Savvy
• Planning and Organizing
• Adaptability
• Applied Learning

Please contact the Nedbank Recruiting Team at

Required Experience :

Senior IC

Computer Hardware,Loan Processing,Sales Experience,Continuous Integration,Iis,Risk Management,Banking,Strategic Planning,Curriculum Development,Administrative Experience,Program Design,negotiation

Employment Type : Advisor

Experience : years

Vacancy : 1

Overview

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.

• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Building Trust, Consultative Selling, 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

Action Oriented, Balances Stakeholders, Builds Networks, Collaborates, Communicates Effectively, Customer Focus, Drives Results, Ensures Accountability

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

29 September 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.

The Old Mutual Story!

Overview

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.

• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Building Trust, Consultative Selling, 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

Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Drives Results Ensures Accountability

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

31 October 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.

The Old Mutual Story!

Let's Write Africa's Story Together!

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

Carry out standard customer service activities and handle simple customer inquiries.

Assess compliance with established standards and protocols for routine inquiries.

Receive visitors and assist with various requests for information, referring more complex matters to colleagues.

Ensure that basic customer details held in the system are accurate, and make notes of follow-up actions that have been promised, together with notes of actions taken during each sales call.

Interview the customer, following a multilevel sales script, to clarify the customer's requirements.

Make calls (by telephone or in person) to allocated potential customers to develop relationships. Provide a first point of contact for resolving customer queries and complaints.

Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.

Carry out routine business development support tasks and assist others by following established procedures.

Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Select appropriate data from information provided by others and input that data into spreadsheets or standard formats.

Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.

Skills

Competencies

Education

Closing Date

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!

Aspiring Financial Adviser page is loadedAspiring Financial Adviser Apply locations Lichtenburg time type Full time posted on Posted Yesterday job requisition id JR-70520

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 Adviser

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

Competencies

Education

Closing Date

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!

FIND FINANCIAL FREEDOM WITH PERSONAL FINANCIAL ADVICE

Personal Financial Advice (PFA) is the biggest distribution channel in Old Mutual and has more than 2 500 advisers that span the length and breadth of South Africa.

PFA not only facilitates a bolder financial future, but empowers you and your practice with the tools and confidence to provide exceptional advice and quality service to your customers.

Our advisers define their own destinies, forging an entirely unique, exciting career path along the way. Whether you’re a recent graduate on your way up, or an established financial adviser looking for a new challenge to give you that competitive edge, we’ll meet you where you are now, then equip you with the world-class tools and support you need to take your career to unparalleled new heights.

As part of our PFA family, you’ll have the opportunity to build from an unmatched foundation of established, multinational, and diverse financial services, which puts our people at the heart of everything we do.

Overview

Join to apply for the MFC Salaried Financial Advisor (Recruitment Pool) role at Old Mutual South Africa .

Get AI-powered advice on this job and more exclusive features.

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

The role of a financial adviser is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial adviser commands the respect and trust of those customers who are entrusting their and their families financial futures to them.

The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.

As an accredited financial adviser with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.

Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.

Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.

As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial adviser profession requires continuous personal development through the attendance and completion of accredited courses and programmes.

Providing relevant and appropriate financial advice hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.

• A Grade 12 (Matric) certificate
• FAIS compliance
• RE5 an advantage
• A valid Driver’s licence and your own car
• A clear criminal and credit check
• A minimum of 3 years working experience (preferably in sales)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.

High School (Grade 12) (Required)

30 November 2025

All prospective employees are required to disclose their vaccination status as part of the recruitment process. Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is considered imperative. Old Mutual is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. Please refer to Old Mutual’s Covid-19 vaccination policy for further detail.

Entry level

Full-time

Finance and Sales

Company Description

Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. With over 170 years of experience, we have been helping our customers achieve their lifetime financial goals, contributing to improving lives and ensuring a sustainable future. We operate in 14 countries across Africa and Asia, striving to build a better future together.

This is a full-time on-site role for an Aspiring Financial Advisor at Old Mutual South Africa, located in Lichtenburg. The Aspiring Financial Advisor will be responsible for financial planning, retirement planning, making investments, and providing financial advisory services to clients on a day-to-day basis.

• Financial Planning, Retirement Planning, and Investments skills
• Finance and Financial Advisory experience
• Strong analytical and problem-solving skills
• Effective communication and interpersonal abilities
• Ability to work well in a team and independently
• Bachelor's degree in Finance, Economics, Business, or related field
• Relevant certifications such as CFP, CFA, or related qualifications