Aspiring Financial Advisor: Launch Client-Focused Career

Old Mutual Limited; Alberton; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated individuals to join as Financial Advisers in Africa, championing customers to meet lifetime financial goals.

You will identify needs, provide advice, and recommend and implement tailored financial plans while maintaining a customer-focused, consultative approach. Matriculation is required, and the closing date for applications is 29 November 2026. Old Mutual South Africa values equity and opportunity within its diverse business units.

Qualifications

• Matric is required as the baseline education.
• Experience in financial advisory or sales is advantageous.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customers to achieve lifetime goals.

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)

Job description

Old Mutual Limited is seeking self-motivated individuals to join as Financial Advisers in Africa, championing customers to meet lifetime financial goals.

You will identify needs, provide advice, and recommend and implement tailored financial plans while maintaining a customer-focused, consultative approach. Matriculation is required, and the closing date for applications is 29 November 2026. Old Mutual South Africa values equity and opportunity within its diverse business units.