Emerging Financial Adviser Craft Plans and Build Trust

Old Mutual South Africa; Bloemfontein; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisers who will help clients achieve lifelong financial goals through tailored plans and sound advice. The role focuses on needs analysis, product recommendations, and building trusted customer relationships in a dynamic market.

Ideal candidates have a basic education level of NQF 4 or higher, strong communication skills, and a proactive, customer-focused approach. The position closes on 30 December 2026.

Qualifications

• Proven ability to identify financial needs and craft suitable plans.
• Strong interpersonal and consultative selling skills.
• Comfort with direct selling and customer data handling.

Responsibilities

• Identify clients' financial needs and present fit-for-purpose financial plans.
• Provide sound financial advice and close sales while building lasting relationships.

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 (Required)

Job description

Old Mutual South Africa is seeking self-motivated individuals to become Financial Advisers who will help clients achieve lifelong financial goals through tailored plans and sound advice. The role focuses on needs analysis, product recommendations, and building trusted customer relationships in a dynamic market.

Ideal candidates have a basic education level of NQF 4 or higher, strong communication skills, and a proactive, customer-focused approach. The position closes on 30 December 2026.