Emerging Financial Adviser: Build Trust & Shape Futures

Old Mutual South Africa; Klerksdorp; On-site; ZAR 150,000 - 210,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisers. The role focuses on championing customers, identifying their financial needs, and recommending fit-for-purpose financial plans and solutions to help clients achieve lifetime goals.

The position requires a Grade 12 or equivalent qualification and a proactive, customer-focused mindset. Training and development opportunities are provided by a leading African insurer, with a closing date of 29 November 2026.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit to join a leading insurer.
• Champion customers by identifying financial needs and offering fit-for-purpose plans.

Skills

Building Trust

Consultative Selling

Customer Feedback

Customer Focus

Direct Selling

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Relationships

Oral Communication

Customer Understanding

Identifying Opportunities

Education

NQF Level 4 – Grade 12

Job description

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisers. The role focuses on championing customers, identifying their financial needs, and recommending fit-for-purpose financial plans and solutions to help clients achieve lifetime goals.

The position requires a Grade 12 or equivalent qualification and a proactive, customer-focused mindset. Training and development opportunities are provided by a leading African insurer, with a closing date of 29 November 2026.