Aspiring Financial Adviser

Old Mutual Limited; Vredenburg; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in South Africa invites motivated individuals to become Aspiring Financial Advisers. You will identify clients' financial needs, offer plain‑spoken guidance, and tailor plans that fit life goals, risk tolerance, and budget.

The role emphasizes building trust through consultative selling, service excellence, and proactive client engagement. If you enjoy helping people secure their futures, this is your entry into a leading insurer with opportunities to grow.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Ability to identify financial needs and communicate clearly.
• A passion for building trust through consultative selling and customer service.

Responsibilities

• Identify clients' financial needs and present fit-for-purpose plans.
• Provide sound financial advice and implement tailored solutions to help clients reach life goals.

Skills

Building trust

Consultative selling

Customer feedback management

Customer focus

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 Adviser page is loaded## Aspiring Financial Adviserlocations: Vredenburgposted on: Posted Todayjob requisition id: JR-84619**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**29 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.********The Old Mutual Story!*****(blob:https://oldmutual.wd3.myworkdayjobs.com/cf26be19-2d8f-43d5-8a83-f060b00bbd06)0:00 / 2:28