Aspiring Financial Adviser

EdUpStairs; Krugersdorp; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisors. You will champion clients to achieve lifetime goals through identifying financial needs and offering fit-for-purpose plans.

The role emphasizes consultative selling, building trust, and delivering sound financial advice within Africa's leading insurance company. A focus on customer understanding and ongoing relationship management is essential for success.

Qualifications

• NQF Level 4 – Grade 12 or equivalent is required.
• Strong sales and customer-facing abilities.
• Ability to identify financial needs and present suitable solutions.

Responsibilities

• Identify clients' financial needs and goals.
• Provide sound financial advice and suitable plans.
• Build trust and maintain long-term client relationships.
• Close sales through consultative selling and follow-ups.

Skills

Building Trust

Consultative Selling

Customer Focus

Customer Service

Direct Selling

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Grade 12 or equivalent

National/Occupational Certificate

Job description

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

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

Let's Write Africa's Story Together!

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

Closing Date

16 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!