Aspiring Financial Advisor: Launch Your Advisory Career

Old Mutual; South Africa; On-site; ZAR 150,000 - 240,000; Full time

Job summary

Old Mutual is seeking self-motivated individuals to join as Aspires to be a Financial Adviser. The role focuses on championing customers to achieve lifetime goals by identifying financial needs, providing sound financial advice, and recommending fit-for-purpose plans and solutions.

Ideal candidates have an entrepreneurial spirit, NQF 4 or equivalent, and strong communication skills. Closing date 30 October 2026.

Qualifications

• Must have NQF Level 4 or equivalent.
• Self-motivated and entrepreneurial spirit.
• Ability to identify customer financial needs and provide suitable guidance.

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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Job description

Old Mutual is seeking self-motivated individuals to join as Aspires to be a Financial Adviser. The role focuses on championing customers to achieve lifetime goals by identifying financial needs, providing sound financial advice, and recommending fit-for-purpose plans and solutions.

Ideal candidates have an entrepreneurial spirit, NQF 4 or equivalent, and strong communication skills. Closing date 30 October 2026.