Aspiring Financial Adviser

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

Job summary

Old Mutual South Africa in Paarl delivers financial guidance to help clients achieve lifelong goals by identifying needs, offering sound advice, and proposing fit-for-purpose plans and solutions. The role rewards entrepreneurial spirit and a client-centric approach with a focus on consultative selling and building trust.

As a Financial Adviser, you will develop relationships, identify opportunities, and champion customers through the financial planning journey within Africa's leading insurer.

Qualifications

• Self-motivated and dynamic individuals with entrepreneurial spirit to join one of Africa's leading insurance companies.
• Identify clients' financial needs and provide sound financial advice; recommend and implement fit-for-purpose financial plans and solutions.
• Demonstrates ability to champion customers to achieve lifetime goals and build lasting relationships.

Responsibilities

• Identify clients' financial needs and provide sound financial advice; recommend and implement appropriate financial plans.

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

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!