Aspiring Financial Adviser

oldmutual; Cape Town; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to champion customers toward lifetime financial goals by identifying needs and delivering tailored plans and advice.

Ideal candidates show entrepreneurial drive and strong consultative selling skills, with a Matric certificate. The role supports an equity-driven appointment process within the designated group.

Qualifications

• Matric certificate required for entry into the financial advisory track.
• Self-motivated and entrepreneurial spirit to serve customers.
• Ability to identify client needs and develop suitable financial plans.

Responsibilities

• Identify customers' financial needs and lifetime goals.
• Provide sound financial advice and guidance.
• Recommend and implement fit-for-purpose financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Service

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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures Accountability

Education

Matriculation Certificate (Matric)

Closing Date

19 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!