Aspiring Financial Advisor

Old Mutual South Africa; Gqeberha; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisors. You will identify clients' financial needs, provide sound advice, and implement tailored financial plans to help clients achieve lifetime goals.

Successful candidates will demonstrate entrepreneurial spirit, customer focus, and stakeholder collaboration. Closing date is 20 October 2026, 23:59, with equity considerations per company policy.

Qualifications

• Minimum Bachelor’s degree or equivalent.
• Grade 12/High School required.
• Entrepreneurial spirit and self-motivation preferred.

Responsibilities

• Champion customers by identifying financial needs and advising on sound financial plans.
• Analyze clients' goals and tailor fit-for-purpose financial solutions.
• Build long-term relationships through trusted advice and service.

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

Bachelor's Degree

High School (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.

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.

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

Bachelors Degree (B), High School (Grade 12) (Required)

Closing Date

20 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!