Aspiring Financial Adviser

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

Job summary

Old Mutual Limited in Paarl, Western Cape, is seeking self-motivated individuals to join as Financial Adviser. The role focuses on championing customers to achieve lifetime goals by identifying financial needs, giving sound advice, and recommending fit-for-purpose plans and solutions.

Key competencies include consultative selling, customer focus, and building trusting relationships. Matric is required; closing date is 20 September 2026. Appointment will align with Old Mutual SA EE plan.

Qualifications

• Matriculation certificate required.
• Experience in financial advisory or insurance sales is a plus.

Responsibilities

• Identify clients' financial needs and lifetime goals.
• Provide sound financial advice and recommend suitable plans.
• Implement fit-for-purpose financial solutions for 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

Matriculation Certificate (Matric)

Tools

Sales Software

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: Matriculation Certificate (Matric)

Closing Date: 20 September 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

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.