Aspiring Financial Adviser

Old Mutual South Africa; Alberton; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa seeks aspiring Financial Advisers to champion customers’ lifetime financial goals. You will identify client needs, offer sound financial plans, and implement fit-for-purpose solutions through consultative selling.

The role emphasizes self-motivation, entrepreneurial spirit, and proactive customer engagement within Africa's leading insurance company.

Qualifications

• Matriculation Certificate (Matric) is required.
• Self-motivated with an entrepreneurial spirit.
• Ability to identify financial needs and propose suitable financial plans and solutions.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Champion customers to achieve lifetime goals by presenting fit-for-purpose financial plans.
• Build and maintain trusted relationships through consultative selling and ongoing service.

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

Matriculation Certificate (Matric)

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 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

29 November 2026 , 23:59

The Old Mutual Story!

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.