Aspiring Financial Advisor

Old Mutual South Africa; Boksburg; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual South Africa seeks self-motivated individuals to join Africa's leading insurance company as Financial Advisors. The role focuses on championing customers to achieve lifetime financial goals through tailored plans and sound advice.

We are looking for dynamic candidates with an entrepreneurial mindset and a passion for building trust, consultative selling, and strong customer understanding to drive long-term relationships.

Qualifications

• Identify clients' financial needs and advise on solutions.
• Provide sound financial advice and fit-for-purpose plans.
• Champion customers to achieve lifetime goals.

Responsibilities

• Identify clients' financial needs and advise on solutions.
• Provide sound financial advice and fit-for-purpose plans.
• Implement financial plans and monitor outcomes.

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Strategic Selling

Education

NQF Level 5 - Higher, Advance 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 Advisor

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 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

29 September 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!