Aspiring Financial Advisor – Butterworth

About the role

Old Mutual is seeking self‑motivated individuals with an entrepreneurial spirit to join our team as Aspiring Financial Advisors in Butterworth. You will work closely with customers to understand their financial goals and help them achieve lifelong objectives through tailored advice and solutions.

Key responsibilities

• Identify client financial needs and recommend appropriate products and services.
• Develop and present customised financial plans that align with client goals.
• Maintain accurate records of client interactions and sales activities.
• Provide ongoing support and follow‑up to ensure client satisfaction.

Required profile

• Self‑driven, dynamic, and passionate about helping customers.
• Strong communication and consultative selling abilities.
• Ability to build trust and maintain long‑term relationships.
• Commitment to the values and equity policies of Old Mutual.

Required skills

• Consultative selling.
• Customer‑focused relationship management.
• Probing and qualifying prospects.
• Use of sales software and data management tools.

What we offer

• Opportunity to grow within a leading African insurance and financial services firm.
• Training and development programs to build advisory expertise.
• Supportive work environment that values diversity and inclusion.