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About the Organisation
Old Mutual is a respected and well-established financial services provider with a rich history and a forward-looking vision. Committed to empowering Africans to achieve financial freedom, Old Mutual offers a broad range of insurance, investment, and banking solutions. With operations in multiple African countries, the company prides itself on diversity, innovation, and its strong belief in the African opportunity.
Direct Aspiring Financial Adviser job at Old Mutual | Apply Now
Pinelands, Cape Town, South Africa
Are you looking for Finance jobs in South Africa 2025 today? then you might be interested in Direct Aspiring Financial Adviser job at Old Mutual
Full Time
Job Title
Direct Aspiring Financial Adviser job at Old Mutual
Old Mutual
Job Description
As a Direct Aspiring Financial Adviser, you will be responsible for identifying client needs and providing professional financial advice and solutions that meet their goals. You will build trust and relationships with new and existing customers, promote Old Mutual’s financial products and services, and play a key role in customer acquisition and retention. The role is ideal for individuals who are people-oriented, digitally competent, and eager to grow within a high-performing environment.
This opportunity offers structured training, support, and growth into a full-fledged Financial Adviser role within Old Mutual.
How to Apply
Duties, Roles and Responsibilities
Applications are managed via the AfriCareers Jobs Portal:
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Click the Apply button below
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Go to the "Jobs" tab
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Read the detailed job description
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Submit your application via the jobs portal
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Track progress under "My Applications" tab
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ONLINE APPLICATION ONLY!
Interested candidates are advised that applications for this position must be submitted online. To apply, please click on the "Apply" button below.
Build and maintain strong relationships with clients
Provide professional and accurate financial advice based on client needs
Promote and sell Old Mutual’s financial products and solutions
Conduct financial needs analyses to identify opportunities
Manage sales data and reports
Follow up on client leads and referrals
Meet daily, weekly, and monthly performance targets
Maintain up-to-date product knowledge and comply with industry regulations
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
Qualifications, Education and Competencies
Minimum Qualifications:
Grade 12 (Matric)
Clear criminal and credit record
Proven computer literacy and digital skills
Key Competencies and Skills:
Excellent written and verbal communication
Sales and customer service orientation
Strong relationship-building skills
Action-oriented and self-motivated
Ability to identify sales opportunities and qualify prospects
Consultative and strategic selling approach
Proficiency in sales software and data management
