Aspiring Financial Adviser

oldmutual; Vredenburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join as Financial Advisers. The role focuses on championing customers to achieve lifelong goals by identifying financial needs and delivering expert financial plans.

You will provide sound advice, recommend and implement fit-for-purpose plans, and build lasting client relationships through consultative selling and a strong customer-focus. Matric required; closing date 19 October 2026.

Qualifications

• Matriculation certificate (Matric) is required.
• Strong consultative selling and customer-facing skills are essential.
• Self-motivated with an entrepreneurial mindset.

Responsibilities

• Identify clients' financial needs and lifetime goals.
• Provide sound financial advice and recommend suitable plans.
• Implement and monitor financial solutions to help clients achieve their goals.

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Education

Matriculation Certificate (Matric)

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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures Accountability

Education

Matriculation Certificate (Matric)

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!