Aspiring Financial Adviser

oldmutual; Ceres; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Old Mutual South Africa is seeking motivated individuals to become Financial Advisors. The role focuses on understanding clients' financial goals, offering tailored advice, and delivering fit-for-purpose plans.

As a Financial Advisor, you will build trust with customers, identify opportunities, and drive meaningful financial outcomes through consultative selling and ongoing support.

Qualifications

• Matriculation certificate required.
• Strong communication and customer-service orientation.
• Self-motivated with entrepreneurial spirit and drive.

Responsibilities

• Identify customers' financial needs and lifetime goals.
• Provide sound financial advice to clients.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Build long-term relationships and champion customer interests.

Skills

Building Trust

Consultative Selling

Customer Feedback

Customer Focus

Direct Selling

Sales Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Sales Data

Sales Software

Strategic Selling

Strengthening 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 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

• Matriculation Certificate (Matric)

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!