Aspiring Financial Adviser

Old Mutual South Africa; Pretoria; On-site; ZAR 180,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking a self-motivated Financial Advisor to join one of Africa's leading insurance companies. You will champion customers to identify financial needs, provide sound financial advice, and implement fit-for-purpose financial plans.

As a Financial Advisor, you will build trusted relationships, focus on consultative selling, and aim to help clients achieve lifetime financial goals. Closing date: 08 October 2026, 23:59.

Qualifications

• NQF Level 5 or higher, advance or occupational certificate.
• Self-motivated and entrepreneurial spirit to join a leading insurer.

Responsibilities

• Identify clients' financial needs and advise on suitable plans.
• Provide sound financial advice and implement fit-for-purpose solutions.
• Build trusted relationships and service clients to meet lifetime goals.

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 5 - Higher, Advance or Occupational Certificate or equivalent

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 Advisor

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 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

08 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.

The Old Mutual Story!