Aspiring Financial Adviser ( Claremont)

Old Mutual; Cape Town; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual is seeking self-motivated individuals to join as Aspirants to be Financial Advisers in Cape Town. The role focuses on championing customers to achieve lifetime goals by identifying needs, providing sound financial advice, and implementing tailored financial plans and solutions.

The position emphasizes entrepreneurial drive, strong communication, and consultative selling to build trust and strengthen customer relationships within one of Africa's leading insurance companies.

Qualifications

• Matriculation Certificate required.
• Self-motivated and entrepreneurial spirit to pursue opportunities in financial services.
• Experience in customer-facing sales or financial planning is advantageous.

Responsibilities

• Identify clients' financial needs and lifetime goals.
• Provide sound financial advice and tailor fit financial plans.
• Implement recommended financial solutions and follow up on progress.

Skills

Building Trust

Consultative Selling

Customer Feedback

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Education

Matriculation Certificate (Matric)

Job description

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

Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures Accountability

Education

Matriculation Certificate (Matric)

Closing Date

29 November 2026 , 23:59

Aspiring Financial Adviser ( Claremont) Cape Town