Old Mutual South Africa
Aspiring Financial Adviser
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Aspiring Financial Adviser
Financial Adviser – Let’s Write Africa’s Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
About the Role
Join Old Mutual, one of Africa’s leading insurance companies, as a Financial Adviser – a dynamic role where passion, ambition and entrepreneurial spirit drive our success.
We are looking for self-motivated individuals who thrive in a customer-centric environment and see financial planning as both science and art.
Key Responsibilities
- Champion valued customers by helping them achieve lifetime financial goals.
- Identify financial needs and align with bespoke solutions.
- Provide sound financial advice.
- Recommend and implement fit-for-purpose financial plans and solutions.
- Build long-term, trusting relationships that reward clients both now and in the future.
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Required Skills
- Building Trust
- Consultative Selling
- Customer Service Excellence
- Customer Understanding & Feedback Management
- Probing Techniques & Qualifying Prospects
- Identifying Sales Opportunities & Strategic Selling
- Direct Selling with Software Proficiency
- Oral Communication & Negotiation
- Strong Customer Relationship Development
Core Competencies
- Action Oriented: Results-driven and decisive.
- Balanced Stakeholder Engagement: Aligns with internal/external stakeholders for satisfaction.
- Network Builder: Extends our reach for growth.
- Collaborative: Collaborates effectively to achieve collective goals.
- Clear & Effective Communication: Rules to empathy.
- Customer-Centric Mindset: Prioritises client success above all else.
- Strategic Decision-Maker: High-quality choices that drive outcomes.
- Accountability Champion: Owns commitments and delivers.
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Education & Requirements
- Minimum: Matriculation Certificate.
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Candidature Deadline: 21 July 2026 (ends 23:59)
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Appointment Compliance: Selection adheres to Old Mutual South Africa’s Employment Equity Plan, ensuring group representation as per business needs.
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Welcome to Africa’s Next Story – let us write it together. 🌍✨
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