Aspiring Financial Adviser at Old Mutual Pinelands

Aspiring Financial Adviser
Location: Pinelands
Job Requisition ID: JR-67946
Posted: Today
Closing Date: 20 November 2025, 23:59

Let’s Write Africa’s Story Together!

Old Mutual believes in the power of the African opportunity — and our diverse, talented teams are the driving force behind our success. We are seeking self-motivated, dynamic, and entrepreneurial individuals to join one of Africa’s leading insurance and financial services companies as Aspiring Financial Advisers.

Role Overview

As an Aspiring Financial Adviser, you’ll play a pivotal role in helping clients achieve their lifetime financial goals. You’ll identify client needs, provide expert financial guidance, and implement tailor-made financial plans and solutions that support their aspirations. This role is ideal for individuals with a passion for people, business, and personal growth.

Key Responsibilities

• Identify and understand clients’ financial needs and goals.
• Provide sound financial advice and recommend suitable products.
• Build and maintain long-term client relationships based on trust and integrity.
• Develop and implement customized financial plans that deliver results.
• Champion Old Mutual’s values by delivering exceptional customer service and advice.

Skills & Expertise

• Building Trust
• Consultative Selling
• Customer Service & Feedback Management
• Direct and Strategic Selling
• Identifying Sales Opportunities
• Sales Data Management & Reporting
• Strengthening Customer Relationships
• Oral Communication & Probing Techniques

Core Competencies

• Action Oriented – Driven to deliver results and meet goals.
• Customer Focus – Dedicated to understanding and meeting client needs.
• Builds Networks – Develops lasting professional relationships.
• Collaborates – Works effectively with teams and stakeholders.
• Communicates Effectively – Clear, confident, and empathetic communicator.
• Balances Stakeholders – Manages multiple priorities with integrity.
• Decision Quality – Makes informed, customer-centered decisions.
• Ensures Accountability – Takes ownership and delivers on commitments.

Minimum Qualification

• Matric (Matriculation Certificate) required.

Employment Equity

Appointments will be made in accordance with Old Mutual South Africa’s Employment Equity Plan and the specific business unit’s requirements.

If you have the ambition, drive, and passion to empower clients through financial freedom, apply now and start your journey with Old Mutual — helping shape Africa’s financial future, one client at a time.