Aspiring Financial Adviser (Klerksdorp, Stilfontein, Wolmaranstad, Hartebeesfontein, Orkney, Bothaville)

Old Mutual Limited; Klerksdorp; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated individuals with an entrepreneurial spirit to join as Financial Advisers. The role focuses on identifying clients' financial needs, offering sound advice, and implementing suitable financial plans to help customers achieve lifetime goals.

Qualifying candidates will have an NQF Level 4 or Grade 12 with related certificates. The opportunity emphasizes building trust, consultative selling, and strong customer relationships within a leading insurer

Qualifications

• NQF Level 4 - Grade 12 or equivalent.
• National or Occupational Certificate or equivalent (Required).
• Aspiring Financial Advisers with entrepreneurial mindset.

Responsibilities

• Champion customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and recommend fit-for-purpose plans.
• Identify opportunities and implement financial solutions for clients.

Skills

Building Trust

Consultative Selling

Customer Feedback

Customer Service

Customer Understanding

Direct Selling

Identifying Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Sales Data

Sales Software

Strategic Selling

Customer Relationships

Education

NQF Level 4

Grade 12

National Certificate

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

19 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! _