Aspiring Financial Adviser (Upington, Groblershoop)

Old Mutual South Africa; Upington; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser to help clients achieve their lifetime goals by identifying needs, offering sound advice, and implementing tailored plans.

Ideal candidates are self-motivated with strong consultative selling, customer service, and relationship-building skills to grow a diverse client base in a dynamic market.

Qualifications

• NQF Level 4 or equivalent is required.
• Self-motivated with an entrepreneurial mindset and willingness to learn.
• Excellent communication and customer-focused selling skills.

Responsibilities

• Identify clients' financial needs and opportunities.
• Provide sound financial advice and design fit-for-purpose plans.
• Implement and review tailored financial solutions for clients.

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

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

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

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!