Aspiring Financial Advisor - Start Client-Focused Journey

Old Mutual Limited; South Africa; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated individuals to champion customers’ lifetime financial goals by identifying needs, providing sound financial advice, and recommending fit-for-purpose plans. The role emphasizes building trust, consultative selling, and strengthening customer relationships.

Ideal candidates will leverage strong communication, uncover sales opportunities, and manage customer data to drive growth in Africa’s leading insurance company.

Qualifications

• NQF Level 4 or equivalent educational certification.
• Strong communication and customer-facing skills.
• Ability to identify sales opportunities.
• Proven consultative selling capabilities.

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

Tools

Sales Software

Job description

Old Mutual Limited is seeking self-motivated individuals to champion customers’ lifetime financial goals by identifying needs, providing sound financial advice, and recommending fit-for-purpose plans. The role emphasizes building trust, consultative selling, and strengthening customer relationships.

Ideal candidates will leverage strong communication, uncover sales opportunities, and manage customer data to drive growth in Africa’s leading insurance company.