Aspiring Financial Adviser

Old Mutual Limited; Ermelo; On-site; ZAR 120,000 - 170,000; Full time

Job summary

Old Mutual Limited invites motivated individuals in Ermelo to join our team as Financial Advisor. You will identify clients' financial needs, provide sound advice and craft suitable plans to help them achieve lifetime goals.

We value entrepreneurial spirit, client focus and a collaborative mindset, with opportunities to grow within Africa's leading insurance group. Closing date: 29 November 2026.

Qualifications

• Identify financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Engage with customers to champion their lifetime financial goals.

Responsibilities

• Identify clients' financial needs and provide sound advice.
• Recommend and implement fit-for-purpose financial plans.
• Manage relationships and encourage customer satisfaction.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4 - Grade 12

National or Occupational 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 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

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! _