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Oldmutual·28 days ago
28 days ago

Aspiring Financial Adviser (Kestell / Lindley / Reitz)

Bethlehem, South AfricaMid · 2-5 yearsFinancial Consultant

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Must-have skills for this role

  • consultative selling
  • direct selling
  • building trust
  • customer-focused

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What you'll do

  • Championing our valued customers to achieve their lifetime goals by identifying their financial needs
  • Providing sound financial advice
  • Recommending and implementing 'fit for purpose' financial plans and solutions

What they're looking for

  • NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Summarised by NextRaise from the employer’s description, which follows in full below.

Full description from employer

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Aspires to be a Financial Adviser

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Closing Date

19 September 2026 , 23:59

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.

The Old Mutual Story!

Company

Oldmutual
Bethlehem, South Africa

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from Oldmutual's careers site·first seen 25 Aug 2026·last verified 8 Sept 2026·How we source jobs

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