Aspiring Financial Adviser

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

Job summary

Old Mutual is seeking an aspiring Financial Advisor in South Africa to champion clients' lifetime goals by identifying needs and presenting fit-for-purpose plans. The role emphasizes entrepreneurial spirit, self-motivation, and customer-focused service within a leading insurance company.

Candidates with a Matric qualification and strong communication will thrive as they build trust, identify opportunities, and grow professionally through the Old Mutual career pathway.

Qualifications

• Matric is required for entry-level financial advisory roles.
• Strong communication and customer service skills essential.
• Entrepreneurial spirit and self-motivation preferred.

Skills

Building Trust

Consultative Selling

Customer Service

Probing Questions

Qualifying Prospects

Sales Data Management

Direct Selling

Identifying Sales Opportunities

Oral Communications

Customer Feedback Management

Customer-Focused

Sales Software

Strategic Selling

Strengthening Customer Relationships

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 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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures Accountability

Education

Matriculation Certificate (Matric)

Closing Date

20 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!