Are you ready to take the next step in your career in the financial services industry? Old Mutual is currently seeking passionate, driven, and goal-oriented individuals to join our dynamic team as Financial Advisers. This is your opportunity to make a meaningful impact in your community by helping individuals and families secure their financial futures.
Position Overview
As a Financial Adviser at Old Mutual, your primary responsibility will be to build and manage your own client portfolio. You will market and sell a range of Old Mutual financial products, while also contributing positively to the financial wellbeing of your clients. By developing strong and trusted relationships, you will help clients make informed decisions that align with their long-term financial goals.
This is a client-facing role that requires an energetic, self-motivated individual with excellent communication skills and a passion for delivering customer-focused solutions.
Key Responsibilities
- Build and maintain a loyal client base through proactive prospecting and consistent client engagement.
- Promote and sell Old Mutual’s wide range of financial products to new and existing customers.
- Work within specific allocated markets and adhere to Old Mutual’s market segmentation and product focus.
- Use effective communication and interpersonal skills to understand client needs and provide appropriate financial solutions.
- Establish strong working relationships with clients and key stakeholders to maximize business opportunities.
- Provide professional presentations when necessary to promote product understanding and enhance customer experience.
- Maintain ethical standards and comply with regulatory requirements, including keeping a clean credit and criminal record.
Minimum Requirements
- Education: Matric / Senior Certificate (Compulsory)
- Experience: Previous experience in the financial services industry will be advantageous.
- Compliance: Must have a clear criminal and credit record.
- Skills: Strong written and verbal communication skills; presentation skills will be an added advantage.
Desired Competencies
- Excellent customer focus and interpersonal abilities
- Strong decision-making and problem-solving skills
- Demonstrates accountability and a high level of integrity
- Ability to manage complexity and prioritize workload
- Tech-savvy and comfortable with digital tools
- Skilled in planning and aligning tasks for optimal results
- Committed to continuous improvement and process optimization
- Communicates effectively with clients and team members
Why Join Old Mutual?
Old Mutual is one of South Africa’s most respected financial institutions, committed to empowering communities through financial inclusion and education. We offer excellent training, ongoing support, and the opportunity to develop a sustainable and rewarding career.
Employment Equity
Old Mutual is an equal opportunity employer and is committed to transformation. Appointments will be made in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.
Application Deadline
Closing Date: 21 August 2025 at 23:59
If you’re ready to begin a career that makes a difference and empowers others, apply today and become part of a company that values purpose-driven professionals.
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