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  • Posted: Jun 25, 2025
    Deadline: Jul 22, 2025
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  • Old Mutual was established in Cape Town in 1845 as South Africa's first mutual life assurance society. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals, while investing their funds in ways that will create a positive future for them, their families, their communities and broader society.

     

    Aspiring Financial Adviser (Queenstown)

    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 Oriented
    • Balances Stakeholders
    • Builds Networks
    • Collaborates
    • Communicates Effectively
    • Customer Focus
    • Decision Quality
    • Ensures Accountability

    Education

    • Matriculation Certificate (Matric)

    Closing Date

    • 19 July 2025 

    Check how your CV matches this job

    Method of Application

    Interested and qualified? Go to Old Mutual South Africa on oldmutual.wd3.myworkdayjobs.com to apply

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