Aspiring Financial Adviser (PMB, Howick, Estcourt and Surrounds)

Old Mutual Limited; Howick; On-site; NZD 60,000 - 120,000; Full time

Job summary

Old Mutual Limited invites self-motivated individuals to contribute to Africa’s leading insurance company as a Financial Adviser. You will identify clients’ financial needs, provide sound advice, and implement fit-for-purpose plans to help customers achieve their lifetime goals. The role requires building trust through consultative selling, strong communication, and a customer-focused approach.

Education: NQF Level 4 or equivalent. Closing date: 30 October 2026 at 23:59.

Qualifications

• Self-motivated and dynamic with an entrepreneurial spirit.
• Experience in sales or financial advisory is preferred.
• Strong communication and listening skills with a client-centric approach.

Responsibilities

• Identify clients’ financial needs and life goals.
• Provide sound financial advice and recommend fit-for-purpose plans.
• Implement and monitor financial plans and solutions for clients.
• Build and maintain long-term relationships with customers.

Skills

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Education

NQF Level 4 / Grade 12 or equivalent

Job description

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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

30 October 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!