Associate Financial Advisor

Old Mutual South Africa; Mossel Bay; On-site; ZAR 200,000 - 350,000; Full time

Job summary

Join Old Mutual South Africa as a Financial Advisor and help customers achieve their lifetime financial goals through tailored solutions. This entry-level role requires a Bachelor's Degree and offers a full-time position within a leading insurance company. The opportunity includes developing meaningful customer relationships and a chance to grow in the finance and sales sector.

Qualifications

• Bachelor's Degree is required.
• High School (Grade 12) is required.
• Entry-level position.

Responsibilities

• Champion customers to achieve their financial goals.
• Provide sound financial advice and implement financial plans.

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.

Aspire to be a Financial Advisor

We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing "fit for purpose" financial plans and solutions.

Skills and Competencies:

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

Education: Bachelor's Degree (B), High School (Grade 12) (Required)

Closing Date: 17 July 2025, 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.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Referrals increase your chances of interviewing at Old Mutual South Africa by 2x.

Mossel Bay, Western Cape, South Africa

George, Western Cape, South Africa

This job posting is active and accepting applications.