Aspiring Financial Advisor: Launch Your Wealth Career

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

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.