Aspiring Financial Adviser

Old Mutual South Africa; Lichtenburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading insurance company in Africa seeks self-motivated individuals to join as Financial Advisers. This role involves championing customers to help them achieve their financial goals. Applicants must have a Matriculation Certificate and possess strong skills in customer service, consultative selling, and building trust. The position is based in Lichtenburg, South Africa, with applications open until 30 December 2025.

Responsibilities

• Champion valued customers to achieve their lifetime goals.
• Identify financial needs and provide sound advice.
• Recommend and implement financial plans.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Service

Identifying Sales Opportunities

Oral Communications

Education

Matriculation Certificate (Matric)

Job description

Overview

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.

Responsibilities

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, and 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

30 December 2025, 23:59

Notes

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!