Aspiring Financial Advisor

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

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join our trusted financial advisory team. The role focuses on championing customers to achieve lifetime goals through identifying financial needs and delivering sound, fit-for-purpose plans and solutions.

Ideal candidates have an entrepreneurial spirit and experience in consultative selling, building trust, and ongoing client relationship management to uncover opportunities and deliver value across the customer lifecycle.

Qualifications

• Identify clients' financial needs and provide tailored advice.
• Proactively identify sales opportunities and convert prospects.
• Engage customers with a consultative selling approach.

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Identifying Sales Opportunities

Strengthening Customer Relationships

Oral Communications

Customer Understanding

Customer Feedback Management

Customer Focus

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.

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

30 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!