Aspiring Financial Advisor

Old Mutual Limited; India; On-site; INR 1,423,000 - 1,897,000; Full time

Job summary

Old Mutual Limited is seeking aspiring financial advisors in South Africa. The role focuses on championing customers to reach lifetime goals, identifying financial needs, and delivering tailored advice with fit-for-purpose plans and solutions. The position offers growth within a leading insurance company framework.

Applicants should have an entrepreneurial spirit and strong consultative selling skills, prepared to engage in direct selling and building client trust. Closing date 29 September 2026.

Qualifications

• NQF Level 5 or equivalent required.
• Experience in financial advisory is advantageous.
• Ability to identify client needs and build financial plans.

Responsibilities

• Champion customers by identifying their financial needs.
• Provide sound financial advice and recommendations.
• Implement 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

Education

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

Job description

## Aspiring Financial AdvisorApply: Boksburg: Full time: Posted Today: JR-82887**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 Oriented### ### Balances Stakeholders### ### Builds Networks### ### Collaborates### ### Communicates Effectively### ### Customer Focus### ### Decision Quality### ### Ensures Accountability**Education**NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent**Closing Date**29 September 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!*****0:00 / 2:28### WHY PFA IS THE BEST**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.**TAKE YOUR CAREER TO NEW HEIGHTS**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.