Aspiring Financial Adviser

Old Mutual Life Assurance Company (SA) Ltd (PFA); eMalahleni; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual is seeking self-motivated individuals to join as Financial Advisers in South Africa. The role focuses on championing customers, identifying financial needs, and delivering tailored financial plans and solutions.

You will engage with clients to build trust and provide consultative selling experiences. Successful candidates will possess at least a Grade 12/NQF Level 4 and demonstrate strong communication, networking, and sales skills.

Qualifications

• NQF Level 4 - Grade 12 required.
• School leaving certificate, National or Occupational Certificate or equivalent (Required).

Responsibilities

• Identify clients’ financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion valued customers to achieve lifetime goals through proactive service and relationship building.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

Direct Selling

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Customer Service

Education

Grade 12 / NQF Level 4

School leaving Certificate or equivalent

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 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!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.