Aspiring Financial Adviser (Queenstown)

Old Mutual; East London; On-site; ZAR 200,000 - 400,000; Full time

Job summary

Old Mutual seeks Aspiring Financial Advisers in East London who are self-motivated and driven by an entrepreneurial spirit. This role involves building relationships with clients and providing expert financial advice to help them achieve their financial dreams. Join a leading insurance company and forge your destiny with us as we support you in your career journey.

Qualifications

• Self-motivated individual with strong consultative selling skills.
• Must hold a Matriculation Certificate.
• Ability to build trust and manage customer relationships.

Responsibilities

• Provide sound financial advice to clients.
• Identify clients' financial needs and recommend appropriate solutions.
• Champion customers towards achieving their financial goals.

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Sales Data Management

Education

Matriculation Certificate

Job description

Aspiring Financial Adviser (Queenstown) page is loaded

Aspiring Financial Adviser (Queenstown)

Apply locations: East London | Posted on: Posted Yesterday | Job requisition id: JR-67941

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

Aspire to be a Financial Adviser

We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing appropriate 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

19 July 2025, 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.

Old Mutual Story!

Why PFA is the Best

Find Financial Freedom with Personal Financial Advice

Personal Financial Advice (PFA) is the largest distribution channel in Old Mutual, with over 2,500 advisers across South Africa.

PFA facilitates a bolder financial future and empowers advisers with tools and confidence to provide exceptional advice and quality service.

Our advisers define their own destinies, forging unique and exciting career paths. Whether you're a recent graduate or an established adviser seeking a new challenge, we’ll support you with world-class tools and support to elevate your career.

Join our PFA family to build on a strong foundation of diverse financial services, with our people at the heart of everything we do.