Aspiring Financial Adviser

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

Job summary

A leading insurance company based in Welkom is seeking aspiring Financial Advisers to join their dynamic team. Candidates should be self-motivated individuals with a passion for helping clients identify their financial needs and achieve their lifetime goals. The role emphasizes building trust and providing sound financial advice. Successful applicants will possess a Matriculation Certificate and the skills to foster customer relationships and sales opportunities.

Qualifications

• Self-motivated and dynamic individual with an entrepreneurial spirit.
• Passion for championing customer financial needs and goals.
• Ability to provide sound financial advice and implement financial plans.

Responsibilities

• Identify customers' financial needs.
• Provide sound financial advice.
• Recommend and implement financial plans.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Service

Direct Selling

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.

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

30 December 2025 , 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.