Aspiring Financial Adviser

Old Mutual South Africa; Vredenburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company is seeking dynamic and self-motivated individuals for the role of Financial Adviser. The ideal candidates should possess an entrepreneurial spirit and a passion for customer service. Responsibilities include guiding customers to achieve financial success through tailored financial advice and plans. Applicants must have a Matriculation Certificate and a strong focus on building customer relationships. This role offers an exciting opportunity to thrive in a supportive environment in Vredenburg, Western Cape.

Responsibilities

• Champion valued customers to achieve their financial goals.
• Identify customers' financial needs and provide sound advice.
• Recommend and implement tailored financial plans.

Skills

Building Trust

Consultative Selling

Customer Service

Sales Software

Strategic Selling

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.

Role at a Glance

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

22 January 2026 , 23:59

Employment Equity Statement

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!