Aspiring Financial Adviser

Old Mutual Limited; Paarl; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited in Paarl is seeking self-motivated individuals to train as Aspiring Financial Advisers. You will engage with clients to assess financial needs, explain fit-for-purpose plans, and build trust through consultative selling.

The role emphasizes customer understanding, direct selling, and ongoing relationship strengthening. Ideal candidates show leadership potential, strong communication, and a passion for helping clients achieve lifetime financial goals.

Qualifications

• Matriculation Certificate is required.
• Aspires to be a Financial Adviser.
• No specific degree required; focus on drive and customer skills.

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

Tools

Sales Software

Job description

## Aspiring Financial AdviserApply: Paarl: Posted Yesterday: JR-84000**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.***