Old Mutual

Life insurance, asset management, and banking

Aspiring Financial Adviser

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeWorcester, South AfricaNo salary listedIn-person

About the Job

Requirements

Matriculation Certificate (Matric).
Build trust, manage customer feedback, and maintain a customer-focused understanding of customer needs.
Provide customer service and consultative and direct selling.
Identify sales opportunities, qualify prospects, and use probing questions.
Manage sales data and use sales software.
Strengthen customer relationships and apply strategic selling.
Demonstrate action orientation, stakeholder management, networking, collaboration, effective communication, customer focus, decision quality, and accountability.

Responsibilities

Identify customers’ financial needs and provide sound financial advice.
Recommend and implement fit-for-purpose financial plans and solutions to help customers achieve their lifetime goals.

Let's Write Africa's Story Together!

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

Aspires to be a Financial Advisor

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

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.

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

Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDecision QualityEnsures Accountability

Education

Matriculation Certificate (Matric)

Closing Date

29 November 2026 , 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.

The Old Mutual Story!

About the Company

Old Mutual

Life insurance, asset management, and banking

Generating summary for Old Mutual.

Company size: 10,001+
Company stage: IPO
Headquarters: London, United Kingdom
Founded: 1845

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