Aspiring Financial Adviser

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

Job summary

Old Mutual Limited in South Africa invites self-motivated and dynamic individuals with an entrepreneurial spirit to join our Financial Adviser team. The role focuses on championing customers to achieve their lifetime goals by understanding financial needs and offering tailored advice.

You will recommend and implement fit-for-purpose financial plans and solutions, build trust, and strengthen customer relationships through consultative selling. Closing date: 19 October 2026.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Role involves identifying financial needs and providing sound financial advice.
• Recommending and implementing fit-for-purpose financial plans and solutions.

Responsibilities

• Champion customers to achieve lifetime goals by identifying their financial needs.
• Provide sound financial advice and implement financial plans.
• Offer fit-for-purpose solutions to clients.

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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

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

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

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! _