Aspiring Financial Advisor

About the role

Old Mutual is seeking self‑motivated individuals with an entrepreneurial spirit to join its team as Aspiring Financial Advisors. In this entry‑level position you will help customers achieve their long‑term financial goals by understanding their needs and recommending suitable solutions.

Key responsibilities

• Identify clients' financial objectives and assess their current situation.
• Provide sound, unbiased financial advice and propose appropriate products.
• Develop and present customised financial plans that align with client goals.
• Maintain accurate records of client interactions and sales activities.
• Build and nurture strong, trust‑based relationships with customers.

Required profile

• Self‑driven, dynamic and customer‑focused attitude.
• Strong communication and consultative selling abilities.
• Ability to ask probing questions and qualify prospects.
• Commitment to ethical standards and accountability.

Required skills

• Consultative selling
• Customer relationship management
• Sales data management
• Strategic selling

What we offer

• Opportunity to grow within one of Africa’s leading insurance and financial services firms.
• Training and mentorship to develop financial advisory expertise.
• Inclusive workplace that reflects the African talent pool.