Financial Advisor & Planner: Build Trust & Impact

Old Mutual South Africa; Cape Town; On-site; ZAR 180,000 - 340,000; Full time

Job summary

Old Mutual South Africa invites self-motivated individuals to become Financial Advisers, helping clients achieve lifetime goals through sound financial planning.

You will identify needs, present suitable solutions, and build trust with customers while delivering excellent service in a leading African insurer.

The programme supports equity and career growth within a diverse team.

Qualifications

• Matriculation Certificate (Matric) required
• Experience in financial advisory or sales preferred
• Strong interpersonal and communication skills

Responsibilities

• Champion customers by identifying financial needs and providing sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Drive growth and represent Old Mutual South Africa within the financial services landscape.

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

Matriculation Certificate (Matric)

Job description

Old Mutual South Africa invites self-motivated individuals to become Financial Advisers, helping clients achieve lifetime goals through sound financial planning.

You will identify needs, present suitable solutions, and build trust with customers while delivering excellent service in a leading African insurer.

The programme supports equity and career growth within a diverse team.