Future Financial Adviser: Build Plans & Trust

Old Mutual Limited; Vanderbijlpark, Sebokeng, Sasolburg; On-site; ZAR 320,000 - 520,000; Full time

Job summary

Old Mutual Limited seeks an Aspiring Financial Adviser in Vanderbijlpark/Sasolburg/Sebokeng to identify client needs and offer suitable financial plans. You will provide advice, build trusted client relationships, and support customers in achieving their lifetime financial goals.

The position targets self-motivated individuals with a strong entrepreneurial spirit, aligned with Old Mutual’s insurance and financial services portfolio. Closing date 29 November 2026.

Qualifications

• Identify client financial needs and provide sound financial advice.
• Build trusted relationships through consultative selling.
• Familiar with sales data management and customer service principles.

Responsibilities

• Identify financial needs of clients and recommend fit-for-purpose plans.
• Deliver sound financial advice and implement plans with clients.
• Champion customers to achieve lifetime financial goals.

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 Limited seeks an Aspiring Financial Adviser in Vanderbijlpark/Sasolburg/Sebokeng to identify client needs and offer suitable financial plans. You will provide advice, build trusted client relationships, and support customers in achieving their lifetime financial goals.

The position targets self-motivated individuals with a strong entrepreneurial spirit, aligned with Old Mutual’s insurance and financial services portfolio. Closing date 29 November 2026.