Aspiring Financial Adviser ( Claremont)

Old Mutual South Africa; Cape Town; 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, helping customers achieve lifetime financial goals by identifying needs and recommending tailored plans.

The role emphasizes consultative selling, building trust, and delivering sound financial advice within a dynamic, rewarding environment in Cape Town.

Qualifications

• Matriculation certificate required for entry into financial advisory roles.
• Strong communication and customer service skills essential.
• Experience in financial services or selling insurance is advantageous.
• Ability to identify customer needs and create financial plans.

Responsibilities

• Identify client financial needs and present suitable plans.
• Provide sound financial advice and guidance.
• Build trust and maintain lasting client relationships.
• Meet or exceed sales targets through consultative selling.

Skills

Building Trust

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Customer Understanding

Direct Selling

Identifying Opportunities

Probing Questions

Qualifying Prospects

Sales Data

Sales Software

Strategic Selling

Customer Relationships

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.

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!