Aspiring Financial Adviser

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

Job summary

Old Mutual Limited in Pretoria is seeking self-motivated individuals to become aspiring financial advisers, guiding clients to achieve lifetime financial goals through tailored plans. The role emphasizes building trust, understanding customer needs, and delivering sound financial advice, with opportunities to develop sales skills in a leading African insurer.

Applicants should have Matric and a proactive entrepreneurial spirit; closing date 19 November 2026; appointment in line with Employment

Qualifications

• Matriculation certificate (Matric) required.
• Self-motivated with entrepreneurial spirit.
• Excellent communication and sales skills.

Responsibilities

• Identify client financial needs and provide tailored advice.
• Recommend and implement fit-for-purpose financial plans.
• Build trust and sustain long-term client relationships.

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 AdviserApply: Pretoria: Posted Today: JR-84645**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 November 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.***