Aspiring Financial Adviser (Springbok)

Old Mutual South Africa; Springbok; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser to champion customers in achieving lifetime goals by identifying needs and guiding financial planning. You will provide tailored advice and execute fit-for-purpose plans in a sales-driven environment.

The role emphasizes consultative selling, building trusted relationships, and working with clients to identify opportunities for financial growth, with a strong focus on customer service and long-term engagement.

Qualifications

• NQF Level 4 or equivalent is required.
• Strong interpersonal and communication skills are essential.
• Self-motivated with an entrepreneurial mindset to drive client outcomes.

Responsibilities

• Champion our customers to identify financial needs and goals.
• Provide sound financial advice and craft fit-for-purpose financial plans.
• Recommend and implement suitable solutions for clients.

Skills

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Customer Understanding

Direct Selling

Customer Feedback Management

Education

NQF Level 4 / Grade 12 / National or Occupational Certificate or equivalent

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

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!