Aspiring Financial Adviser (Sommerset West)

Posted 7 Days Ago
Be an Early Applicant
Cape Town, Western Cape, ZAF
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
Identify customers’ financial needs, provide appropriate financial advice, recommend and implement tailored financial plans, and build lasting customer relationships. The role requires consultative and direct selling, prospect qualification, sales opportunity identification, customer service, trust building, and effective communication. Candidates should be self-motivated, customer-focused, entrepreneurial, and hold a Matriculation Certificate.
Summary Generated by Built In

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 Adviser

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

19 October 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!

Skills Required

  • Matriculation Certificate (Matric)
  • Consultative selling, direct selling, and strategic selling skills
  • Customer-focused communication and relationship-building skills
  • Ability to identify financial needs and sales opportunities
  • Ability to qualify prospects and manage customer feedback
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The Company
HQ: London
12,448 Employees

What We Do

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica

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