Aspiring Financial Adviser

Old Mutual South Africa; Knysna; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa in Knysna invites passionate individuals to become Financial Advisers, helping clients work toward lifelong financial goals with sound guidance and tailored plans. You will identify client needs, deliver compliant financial advice, and implement fit-for-purpose solutions while building trusted relationships in a dynamic market.

Join a leading insurance company that values initiative, client focus, and long-term career growth within a collaborative team and supportive

Qualifications

• Matriculation certificate is required.
• Role focuses on identifying financial needs, providing sound financial advice and implementing client-specific financial plans.

Responsibilities

• Role championing customers to achieve lifetime goals by identifying financial needs and offering appropriate financial plans.
• Presenting and implementing fit-for-purpose solutions tailored to client circumstances.

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!