Aspiring Financial Adviser, Cape Town

Overview We are looking for self‑motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role focuses on championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommendingand implementing 'fit for purpose' financial plans and solutions.

Responsibilities

Champion our valued customers to achieve their lifetime goals by identifying their financial needs.

Provide sound financial advice and recommend 'fit for purpose' financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Competencies

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education Matriculation Certificate (Matric)

Closing Date 19 May 2026, 23:59

EEO Statement The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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