Aspiring Financial Adviser

Old Mutual South Africa; Vanderbijlpark; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa in Vanderbijlpark is seeking a proactive Financial Adviser to guide customers toward life goals by identifying needs and offering suitable financial plans. You will engage with clients through consultative selling and provide sound financial advice to build trust and lasting relationships.

Requirements include matric/NQF4, strong communication, and the ability to identify opportunities.

Qualifications

• Matric/NQF4 and relevant certificates as listed in Education.
• Experience in financial advisory or sales is beneficial.
• Ability to understand and explain financial plans to clients.

Responsibilities

• Champion customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and implement fit-for-purpose plans.
• Identify sales opportunities and build lasting 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

NQF Level 4 - Grade 12

School leaving Certificate

National or Occupational Certificate or equivalent

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

• NQF Level 4 - Grade 12
• School leaving Certificate
• National or Occupational Certificate or equivalent

Closing Date

19 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!