Aspiring Financial Adviser – Old Mutual
- Company: Old Mutual South Africa
- Locations: Heilbron / Frankfort / Kroonstad / Vanderbijl Park / Three Rivers
- Position: Aspiring Financial Adviser
- Employment Type: Full-time
- Posted: Yesterday
- Closing Date: 30 August 2026 at 23:59
- Requisition ID: JR-80671
Job Purpose
Old Mutual is looking for self-motivated, entrepreneurial individuals who want to build a career as Financial Advisers. The role focuses on helping clients achieve their financial goals by understanding their needs, providing financial guidance, and recommending suitable insurance and investment solutions.
Minimum Requirements
- Grade 12 / NQF Level 4 qualification
- National Certificate, Occupational Certificate, or equivalent qualification
- Strong interest in financial services and customer advisory work
Key Responsibilities
- Engage with clients to understand their financial needs and goals.
- Provide suitable financial advice and recommendations.
- Develop and implement personalised financial plans.
- Build and maintain strong client relationships.
- Identify new sales opportunities.
- Educate customers about financial products and solutions.
- Manage client feedback and ensure customer satisfaction.
- Maintain accurate sales and customer information.
- Grow a portfolio of clients through relationship building and consultative selling.
Required Skills
- Consultative selling
- Direct sales
- Customer relationship management
- Customer service
- Identifying sales opportunities
- Prospecting and qualifying clients
- Strategic selling
- Sales data management
- Sales software usage
- Strong verbal communication skills
- Asking effective probing questions
Key Competencies
The ideal candidate should demonstrate:
- Action Oriented – takes initiative and drives results
- Customer Focus – understands and prioritises customer needs
- Builds Networks – develops strong professional relationships
- Collaborates – works effectively with others
- Communicates Effectively – shares information clearly
- Decision Quality – makes informed decisions
- Ensures Accountability – takes ownership of responsibilities
- Balances Stakeholders – considers different client and business needs
Ideal Candidate Profile
This opportunity is suitable for someone who is:
- Entrepreneurial and self-driven
- Comfortable working with people
- Interested in sales and financial services
- Motivated by achieving targets
- Passionate about helping clients improve their financial wellbeing
- Able to build trust and long-term relationships
Working Environment
- Client-facing financial services role
- Requires networking, prospecting, and relationship management
- Involves regular interaction with individuals and communities
- Performance-driven environment with sales and client service objectives