Aspiring Financial Adviser

Old Mutual Limited; Johannesburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated individuals to join as aspiring Financial Advisers in South Africa. The role focuses on understanding clients' lifetime goals, identifying financial needs, providing sound advice, and implementing suitable financial plans and solutions.

A matriculation certificate is required, with an entrepreneurial mindset and strong customer focus essential to succeed. The position emphasizes trust-building, consultative selling, and proactive client engagement

Qualifications

• Matric required or equivalent.
• Entrepreneurial spirit and self-motivation preferred.
• Ability to identify financial needs and provide sound advice.

Responsibilities

• Champion customers by identifying financial needs and offering fit-for-purpose financial plans.
• Provide sound financial advice and implement financial solutions.
• Build and maintain trusted relationships with clients and prospects.

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.

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

  Education

  • Matriculation Certificate (Matric)

  Closing Date

  30 August 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!