Emerging Financial Adviser: Build Trust & Plans

Old Mutual Limited; Vredenburg; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in South Africa invites motivated individuals to become Aspiring Financial Advisers. You will identify clients' financial needs, offer plain‑spoken guidance, and tailor plans that fit life goals, risk tolerance, and budget.

The role emphasizes building trust through consultative selling, service excellence, and proactive client engagement. If you enjoy helping people secure their futures, this is your entry into a leading insurer with opportunities to grow.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Ability to identify financial needs and communicate clearly.
• A passion for building trust through consultative selling and customer service.

Responsibilities

• Identify clients' financial needs and present fit-for-purpose plans.
• Provide sound financial advice and implement tailored solutions to help clients reach life goals.

Skills

Building trust

Consultative selling

Customer feedback management

Customer focus

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 in South Africa invites motivated individuals to become Aspiring Financial Advisers. You will identify clients' financial needs, offer plain‑spoken guidance, and tailor plans that fit life goals, risk tolerance, and budget.

The role emphasizes building trust through consultative selling, service excellence, and proactive client engagement. If you enjoy helping people secure their futures, this is your entry into a leading insurer with opportunities to grow.