Aspiring Financial Adviser

Old Mutual; Alberton; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading insurance company in South Africa seeks self-motivated individuals for the Financial Adviser role. The position focuses on building relationships with customers to provide tailored financial advice and solutions. Candidates should possess a Matriculation Certificate and demonstrate strong sales and communication skills. The closing date for applications is 30 December 2025.

Qualifications

• Focus on building trust and understanding customer needs.
• Ability to provide sound financial advice.
• Proven experience in consultative selling and managing customer relationships.

Responsibilities

• Champion customers to achieve their financial goals.
• Identify financial needs and provide fitting financial plans.
• Implement financially sound solutions for clients.

Skills

Building Trust

Consultative Selling

Customer-Focused

Direct Selling

Oral Communications

Identifying Sales Opportunities

Education

Matriculation Certificate (Matric)

Job description

Overview

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

• 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

Matriculation Certificate (Matric)

Closing Date

30 December 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!