Financial Adviser: Tailored Plans for Clients

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

Job summary

Old Mutual South Africa is seeking self-motivated and dynamic individuals who have an entrepreneurial spirit to join one of Africa's leading insurance companies. The role champions our valued customers to achieve lifetime goals by identifying financial needs, providing sound financial advice, and implementing fit-for-purpose financial plans.

Requirements include NQF Level 4 - Grade 12 or equivalent. Closing date is 29 November 2026.

Qualifications

• NQF Level 4 or equivalent required.
• Self-motivated and entrepreneurial spirit desired.

Responsibilities

• Champion customers to achieve lifetime goals by identifying their financial needs, providing sound financial advice, and implementing fit-for-purpose financial plans and solutions.

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 and dynamic individuals who have an entrepreneurial spirit to join one of Africa's leading insurance companies. The role champions our valued customers to achieve lifetime goals by identifying financial needs, providing sound financial advice, and implementing fit-for-purpose financial plans.

Requirements include NQF Level 4 - Grade 12 or equivalent. Closing date is 29 November 2026.