Aspiring Financial Adviser | Start Your Client Growth

Old Mutual Limited; Vanderbijlpark; On-site; ZAR 180,000 - 270,000; Full time

Job summary

Old Mutual Limited in Vanderbijlpark invites self-motivated individuals to start as an Aspiring Financial Adviser. You will learn to identify client financial needs and craft suitable plans with support from a leading insurer.

The role focuses on consultative selling, customer service, and building long-term relationships while you complete required qualifications. Full-time position with growth opportunities within a trusted financial services group.

Qualifications

• NQF Level 4 or higher (Grade 12 or equivalent) is required.
• Strong communication and customer service orientation are essential.
• Ability to identify client needs and translate into financial solutions.

Skills

Trust-building

Consultative selling

Customer feedback

Customer-focused

Customer service

Customer understanding

Direct selling

Identifying opportunities

Oral communication

Probing questions

Qualifying prospects

Sales data management

Sales software

Strategic selling

Strengthening relationships

Education

NQF Level 4 - Grade 12, SOC or equivalent

Job description

Old Mutual Limited in Vanderbijlpark invites self-motivated individuals to start as an Aspiring Financial Adviser. You will learn to identify client financial needs and craft suitable plans with support from a leading insurer.

The role focuses on consultative selling, customer service, and building long-term relationships while you complete required qualifications. Full-time position with growth opportunities within a trusted financial services group.