Aspiring Financial Advisor: Help Clients Achieve Goals

Old Mutual Limited; Paarl; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in Paarl, Western Cape, is seeking self-motivated individuals to join as Financial Adviser. The role focuses on championing customers to achieve lifetime goals by identifying financial needs, giving sound advice, and recommending fit-for-purpose plans and solutions.

Key competencies include consultative selling, customer focus, and building trusting relationships. Matric is required; closing date is 20 September 2026. Appointment will align with Old Mutual SA EE plan.

Qualifications

• Matriculation certificate required.
• Experience in financial advisory or insurance sales is a plus.

Responsibilities

• Identify clients' financial needs and lifetime goals.
• Provide sound financial advice and recommend suitable plans.
• Implement fit-for-purpose 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

Matriculation Certificate (Matric)

Tools

Sales Software

Job description

Old Mutual Limited in Paarl, Western Cape, is seeking self-motivated individuals to join as Financial Adviser. The role focuses on championing customers to achieve lifetime goals by identifying financial needs, giving sound advice, and recommending fit-for-purpose plans and solutions.

Key competencies include consultative selling, customer focus, and building trusting relationships. Matric is required; closing date is 20 September 2026. Appointment will align with Old Mutual SA EE plan.