Aspiring Financial Adviser

Old Mutual Limited; Burgersfort; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited in South Africa seeks self-motivated individuals to join as Financial Advisors. You will identify financial needs, advise, and implement fit-for-purpose plans to help clients reach lifetime goals.

Role emphasizes building trust, consultative selling, and customer-focused service within Africa’s leading insurer. Closing date 29 November 2026 at 23:59.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Identify financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.

Responsibilities

• Champion customers to achieve lifetime financial goals.
• Identify needs and deliver suitable financial advice and plans.
• Build lasting relationships with clients through trusted service.

Skills

Building Trust

Consultative Selling

Customer Service

Probing Questions

Qualifying Prospects

Sales Data Management

Education

NQF Level 4 / Grade 12

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 (Required)

Closing Date

29 November 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! _