Aspiring Financial Adviser

oldmutual; East London; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual South Africa invites energetic individuals to join as Financial Advisers, championing customers to achieve lifetime financial goals with tailored plans.

We seek self-motivated and entrepreneurial spirits who can identify needs, provide sound advice, and implement fit-for-purpose plans while delivering excellent customer service and maintaining trust.

Qualifications

• Matriculation Certificate is required.
• Strong communication and interpersonal skills.
• Ability to identify customer needs and provide sound financial advice.

Responsibilities

• Identify customers' financial needs and goals.
• Provide sound financial advice and suitable financial plans.
• Recommend and implement fit-for-purpose financial solutions.
• Build trust and maintain excellent customer relationships.

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Strategic Selling

Strengthening Customer Relationships

Customer Feedback Management

Customer Service

Customer Understanding

Identifying Sales Opportunities

Sales Software

Education

Matriculation Certificate (Matric)

Tools

Sales Software

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!