Aspiring Financial Adviser (Klerksdorp)

Old Mutual Limited; Parys; On-site; ZAR 120,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated individuals to join as Financial Advisers in South Africa. You will identify client needs, provide trusted financial advice, and design fit-for-purpose plans to help clients achieve life goals.

The role emphasizes proactive client engagement, consultative selling, and maintaining strong customer relationships. Applicants should have a Grade 12/NQF Level 4 and a passion for entrepreneurship. Closing date 29 November 2026.

Qualifications

• Identify financial needs and provide sound financial advice.
• Develop and implement fit-for-purpose financial plans and solutions.
• Entrepreneurial spirit and self-motivation are desired.

Responsibilities

• Champion customers to achieve lifetime goals by identifying needs and offering plans.
• Provide sound financial guidance and tailor recommendations.
• Manage relationships to uncover sales opportunities and close deals.

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

Education

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

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! _