Aspiring Financial Adviser – Pinelands, Western Cape at Old Mutual

Company Overview

Old Mutual Limited (OML) is a leading African financial services group offering a wide range of financial solutions to retail and corporate clients across 14 countries.

Job Description
The Aspiring Financial Adviser role is designed for self-motivated, entrepreneurial individuals passionate about guiding clients to achieve their financial goals. The position involves identifying customer financial needs, providing tailored advice, and implementing fit-for-purpose financial plans and solutions.

Key Responsibilities

Build trust and strong relationships with clients.
Identify sales opportunities and qualify prospects.
Provide consultative financial advice and recommend appropriate solutions.
Manage customer feedback and ensure high standards of service.
Maintain accurate sales data and utilize relevant sales software.

Skills and Competencies

Customer-focused, excellent oral communication, consultative selling.
Strategic selling, probing questions, and strengthening customer relationships.
Action-oriented, effective collaboration, decision-making, accountability.
Networking and stakeholder management.

Minimum Requirements

Education: Matriculation Certificate (Matric)
Passion for sales and customer service
Strong interpersonal and communication skills

Location: Pinelands, Western Cape
Job Type: Full Time
Category: Sales / Marketing / Retail / Business Development
Posted Date: December 4, 2025
Deadline: January 22, 2026

Method of Application
Interested and qualified applicants should apply online via the Old Mutual careers portal at oldmutual.wd3.myworkdayjobs.com.

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