Aspiring Financial Adviser (Rustenburg / Zeerust)

Old Mutual Limited; Rustenburg; On-site; ZAR 210,000 - 320,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisers. You will identify client needs, provide sound financial advice, and implement tailored plans to help clients achieve lifetime goals.

The role emphasizes consultative selling, customer focus, and building lasting relationships with clients across the South African market.

Qualifications

• NQF Level 4 - Grade 12 or equivalent required.
• National or Occupational Certificate or equivalent advantageous.

Responsibilities

• Champion customers by identifying financial needs and offering suitable plans.
• Provide sound financial advice and implement fit-for-purpose solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Customer Understanding

Direct Selling

Identifying Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Mgmt

Sales Software

Strategic Selling

Strengthening Relationships

Education

NQF Level 4 - Grade 12

Tools

Sales Software

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

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! Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.