Aspiring Financial Adviser

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

Job summary

Old Mutual South Africa seeks a self-motivated Financial Adviser to join our team. You will identify clients' financial needs, provide sound advice, and design fit-for-purpose plans and solutions to help clients achieve lifetime goals.

We value trust, consultative selling, and customer-centric service. A Matric certificate is required; the role emphasizes building relationships, qualifying prospects, and delivering exceptional customer service while meeting sales targets.

Qualifications

• Matric certificate is required.
• Self-motivated with entrepreneurial spirit.
• Ability to identify financial needs and advise customers.

Responsibilities

• Identify client needs and provide financial advice and plans.
• Build and maintain client relationships to drive sales.
• Meet sales targets and close opportunities with customers.

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

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!