Aspiring Financial Adviser

Old Mutual South Africa; Cape Town; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual South Africa in Cape Town invites self-motivated individuals with an entrepreneurial spirit to join one of Africa's leading insurers.

As a Financial Adviser you will champion customers to understand their lifetime goals, identify financial needs, and recommend fit-for-purpose plans and solutions. This role emphasizes trust, consultative selling and strong customer focus to build lasting relationships.

Qualifications

• Matric is required.
• Self-motivated individuals with an entrepreneurial spirit.
• Interest in financial advice and client needs.

Responsibilities

• Identify clients' financial needs and lifetime goals.
• Provide sound financial advice and implement plans.
• Champion customers with suitable financial solutions and ongoing service.

Skills

Building Trust

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Customer Understanding

Direct Selling

Identifying Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Relationship Building

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.

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

17 September 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!