Aspiring Financial Adviser (Sommerset West)

Old Mutual South Africa; Cape Town; On-site; ZAR 240,000 - 480,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals with an entrepreneurial spirit to join one of Africa's leading insurance companies as a Financial Adviser.

The role focuses on championing customers to achieve lifetime goals by identifying financial needs, providing sound financial advice, and implementing fit-for-purpose financial plans and solutions. Matric is required, with strong sales and customer skills driving success.

Qualifications

• Matriculation Certificate (Matric) is required.
• Strong client-facing sales and communication skills to build trust.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customer experience and drive sales opportunities.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

Direct Selling

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation 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.

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

Matriculation Certificate (Matric)

Closing Date

19 October 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!