Aspiring Financial Adviser

About this role

Old Mutual, one of Africa’s leading insurance companies, is recruiting Aspiring Financial Advisers for its Pretoria office. The role is about helping customers reach their lifetime goals by understanding their money needs and giving them sound advice.

What you’ll do

• Find out what each customer needs by asking good questions and listening closely.
• Give clear, honest financial advice that suits each person.
• Recommend and set up financial plans and products that fit the customer’s situation.
• Build and keep strong relationships with customers over time.
• Find new sales opportunities and qualify potential clients.
• Collect customer feedback and keep accurate sales records using sales software.

What you need

• Matric (Grade 12) certificate.
• Strong oral communication skills.
• A self-motivated, entrepreneurial attitude.
• Good customer service and relationship-building skills.
• Comfort using sales software and managing sales data.
• Ability to work with others and take ownership of your results.

Is this job for you?

This job suits people who enjoy talking to others and who like setting their own targets. If you are driven, want to build a career in financial services, and are happy to take the lead on your own sales, this could be a good fit.

Tips before you apply

• Have your matric certificate and ID document ready to upload with your application.
• On your CV, give real examples of times you sold something, helped a customer, or met a target, even if it was part-time or informal work.
• Prepare a short answer on why you want to work in financial advice and what drives you to succeed on your own.

Closing date: 19 November 2026 at 23:59.

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