Aspiring Financial Adviser

Old Mutual Life Assurance Company (SA) Ltd (PFA); Pretoria; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading insurance firm in Pretoria is seeking an Aspiring Financial Adviser. This role involves providing financial advice to clients, requiring strong customer service and consultative selling skills. Candidates should have a Matriculation Certificate and a passion for helping others achieve their financial goals. The position offers opportunities for growth within the financial services sector.

Qualifications

• Self-motivated, dynamic individuals with entrepreneurial spirit are required.
• Ability to champion customers and provide sound financial advice.

Responsibilities

• Identify customers' financial needs and offer suitable plans.
• Build trusting relationships with customers.

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

Aspiring Financial Adviser page is loaded

Aspiring Financial Adviser

Apply locations Pretoria | posted on Posted Yesterday | job requisition id JR-66994

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

Aspire to be a Financial Adviser

We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing suitable 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

06 August 2025, 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!

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FIND FINANCIAL FREEDOM WITH PERSONAL FINANCIAL ADVICE

Personal Financial Advice (PFA) is the largest distribution channel in Old Mutual, with over 2,500 advisers across South Africa.

PFA helps facilitate a bolder financial future and empowers you with the tools and confidence to provide exceptional advice and service to your clients.

Our advisers define their own careers, forging unique paths along the way. Whether you're a recent graduate or an established adviser seeking a new challenge, we provide the support and tools needed to elevate your career.

Joining our PFA family means building on a strong foundation of established, multinational, and diverse financial services, putting our people at the core of what we do.