Aspiring Financial Adviser (Hartswater / De Aar / Douglas / Kimberley)

Old Mutual Limited; De Aar; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in South Africa seeks self-motivated individuals to become Financial Advisers. You will champion customers to reach lifetime goals by identifying needs, offering sound financial advice, and implementing tailored financial plans and solutions.

The role requires a client-centric mindset, consultative selling skills, and a drive to build lasting relationships within a leading insurance company.

Qualifications

• Knowledge of financial services and client-centric advice.
• Ability to assess client needs and propose suitable solutions.

Responsibilities

• Identify customers' financial needs and goals.
• Provide sound financial advice and product recommendations.
• Implement and review financial plans with clients.

Skills

Building Trust

Consultative Selling

Customer Understanding

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

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!