Aspiring Financial Adviser

Old Mutual South Africa; Phuthaditjhaba; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers. The role focuses on identifying clients' financial needs, giving sound advice, and implementing tailored financial plans to help customers reach lifetime goals.

You will champion customer relationships, provide consultative selling, and leverage sales opportunities within Africa's leading insurance company. Closing date is 19 September 2026.

Qualifications

• Minimum educational requirements as listed: NQF Level 4 or equivalent.
• Strong communication and sales-oriented attitude required.
• Ability to build trust and consult with customers.

Responsibilities

• Identify customers' financial needs and provide sound financial advice.
• Champion valued customers to achieve lifetime goals by 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

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Closing Date

19 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!