Aspiring Financial Adviser

Join Old Mutual as an Aspiring Financial Adviser

Old Mutual is a premium African financial services organisation with operations across 14 countries, offering a broad spectrum of financial solutions to retail and corporate customers. We're rooted in our purpose of Championing Mutually Positive Futures Every Day, and we believe that great customer experience starts with a great employee experience.

About the Role

We're looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. As an Aspiring Financial Adviser based in Piet Retief or Lydenburg, you'll champion our valued customers to achieve their lifetime goals.

Your core responsibilities involve identifying customers' financial needs, providing sound financial advice, and recommending and implementing "fit for purpose" financial plans and solutions. This is a full-time position where you'll play a direct role in helping people build a secure financial future.

Skills and Competencies

The ideal candidate demonstrates strong capabilities in building trust, consultative selling, and customer feedback management. You should be customer-focused with excellent customer service orientation and deep customer understanding. Your ability to identify sales opportunities, ask probing questions, and qualify prospects will be essential to success.

Additional key skills include direct selling experience, strategic selling capabilities, oral communications, and strengthening customer relationships. You'll need comfort with sales data management and sales software to track and manage your business effectively.

From a competencies perspective, we're seeking individuals who are action-oriented, able to balance stakeholder needs, build networks, and collaborate effectively. Strong communication skills and customer focus are paramount, along with solid decision quality and accountability.

Education Requirements

You must have completed NQF Level 4 education, which includes Grade 12, a School Leaving Certificate, or a National or Occupational Certificate or equivalent qualification.

About You

You're entrepreneurial at heart with the drive to succeed in a dynamic financial services environment. You understand the value of building lasting customer relationships and take pride in delivering tailored financial solutions that truly fit each customer's needs.

Application Details

The closing date for applications is 29 June 2026 at 23:59. Please note that appointments 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.