Aspiring Financial Adviser (Klerksdorp / Potchefstroom / Stilfontein / Wolmaranstad / Orkney / Bothaville)

Reposted Yesterday
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Potchefstroom, Dr Kenneth Kaunda District Municipality, North West, ZAF
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
Advise clients by identifying financial needs, recommend and implement fit-for-purpose financial plans and solutions. Build relationships through consultative and direct selling, manage prospects and sales data, and deliver strong customer service and communication.
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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Closing Date

30 July 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

  • NQF Level 4 / Grade 12 / School Leaving Certificate or National/Occupational Certificate (or equivalent)
  • Self-motivated, dynamic individual with entrepreneurial spirit
  • Ability to identify client financial needs and provide sound financial advice
  • Experience in consultative and direct selling; identifying sales opportunities and strengthening customer relationships
  • Customer service orientation, strong oral communication, probing and qualifying skills
  • Familiarity with sales software and sales data management
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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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