Strategic Financial Advisor & Lifetime Planner

Old Mutual South Africa; Cape Town; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to join our team as Financial Advisers, helping clients identify needs and craft fit-for-purpose financial plans. You will champion customers to achieve lifetime goals, build trust, and drive consultative selling with a customer-focused approach.

Matric is required; closing date 20 September 2026, with selection aligned to Employment Equity plan.

Qualifications

• Matriculation certificate required.
• Self-motivated and dynamic individuals with entrepreneurial spirit.
• Willingness to learn and build client relationships.

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Oral Communications

Qualifying Prospects

Sales Data Management

Strategic Selling

Education

Matriculation Certificate (Matric)

Job description

Old Mutual South Africa is seeking self-motivated individuals to join our team as Financial Advisers, helping clients identify needs and craft fit-for-purpose financial plans. You will champion customers to achieve lifetime goals, build trust, and drive consultative selling with a customer-focused approach.

Matric is required; closing date 20 September 2026, with selection aligned to Employment Equity plan.