Aspiring Financial Adviser

Old Mutual South Africa; George; On-site; ZAR 180,000 - 340,000; Full time

Job summary

Old Mutual South Africa seeks self-motivated individuals with an entrepreneurial spirit to join as Financial Advisers. You will identify clients’ financial needs, provide sound financial advice, and implement fit-for-purpose financial plans and solutions.

Role emphasizes building trust, consultative selling, and helping customers achieve their lifetime goals through tailored financial strategies and service excellence.

Qualifications

• Matric certificate required.
• Self-motivated with entrepreneurial spirit.
• Ability to provide sound financial advice and tailor plans.

Responsibilities

• Identify clients' financial needs and develop suitable advisory plans.
• Champion customers to achieve lifetime financial goals and cross-sell appropriate 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

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

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!