Aspiring Financial Adviser

Join to apply for the Aspiring Financial Adviser role at Old Mutual South Africa .

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Overview

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

Responsibilities

Identify financial needs, provide sound financial advice, recommend fit‑for‑purpose financial plans and solutions, champion customers’ lifetime 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

Competencies

Education

Matriculation Certificate (Matric)

Closing Date

20 November 2025, 23 : 59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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