Aspiring Financial Adviser – Somerset West

About the role

Old Mutual is seeking self‑motivated, dynamic individuals with an entrepreneurial spirit to join our team as Aspiring Financial Advisers. In this entry‑level position you will help customers achieve their long‑term financial goals by identifying needs, offering sound advice, and delivering tailored financial solutions.

Key responsibilities

• Engage with clients to understand their financial objectives and challenges.
• Provide clear, compliant financial advice and recommend appropriate products.
• Develop and implement personalised financial plans that align with client goals.
• Maintain accurate records of client interactions and sales activities.
• Collaborate with senior advisers and support teams to ensure seamless service delivery.

Required profile

• Strong entrepreneurial mindset and self‑drive.
• Excellent communication and consultative selling abilities.
• Matriculation Certificate (Matric) or equivalent.
• Commitment to building trusted relationships with clients.

Required skills

• Consultative selling
• Customer‑focused relationship building
• Effective oral communication
• Sales data management
• Use of sales software tools

What we offer

• Opportunity to grow within one of Africa’s leading insurance and financial services firms.
• Comprehensive training and mentorship programs.
• Dynamic, inclusive work environment that values diversity.