Aspiring Financial Adviser (Bellville)

Old Mutual South Africa; Cape Town; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join our team as Financial Advisers, helping clients identify needs and craft fit-for-purpose financial plans. You will champion customers to achieve lifetime goals, build trust, and drive consultative selling with a customer-focused approach.

Matric is required; closing date 20 September 2026, with selection aligned to Employment Equity plan.

Qualifications

• Matriculation certificate required.
• Self-motivated and dynamic individuals with entrepreneurial spirit.
• Willingness to learn and build client relationships.

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Oral Communications

Qualifying Prospects

Sales Data Management

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

20 September 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!