Aspiring Financial Adviser (Welkom / Hoopstad)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Welkom; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a self-motivated Financial Adviser to help clients reach lifetime goals by identifying needs and delivering sound financial plans. You will build trusted relationships, provide consultative advice, and implement fit-for-purpose solutions.

Education requirement is NQF Level 4 / Grade 12; closing date is 19 October 2026. This role sits with Africa's leading insurer, offering growth, professional development, and a strong client-service

Qualifications

• Education NQF Level 4 - Grade 12 or equivalent is required.
• Closing Date: 19 October 2026, 23:59.

Responsibilities

• Champion customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and recommend fit-for-purpose plans.
• Implement financial solutions and build trusted client relationships.

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

Education NQF Level 4 - Grade 12

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 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.