✅ Attention Job Seekers: Be sure to read through the entire post for important details! You'll find the application link or email provided at the end of the post.
Old Mutual invites suitably qualified applicants to apply for their Aspiring Financial Adviser vacancies. The closing date for applications is 18 August 2026.
What the job is about
The main goal of the role is to help regular people reach their money goals. You’ll talk to customers, find out what they need, give clear advice, and suggest a financial plan that fits their life. Think of yourself as a guide who helps people protect their future with the right insurance and investment choices.
Who we’re looking for
We want energetic, self‑started people who love working with others and have a bit of an entrepreneurial mindset. If you enjoy solving problems, building trust, and making a difference, this could be a great start to a career in finance.
Key skills you should have
- Trust building – people need to feel safe with you.
- Consultative selling – listen first, then suggest the right product.
- Customer service – be helpful and responsive.
- Direct selling – confidently present ideas.
- Identifying sales chances – spot where a customer might need a new plan.
- Good speaking – explain complex ideas in simple words.
- Asking the right questions – dig deeper to understand needs.
- Managing sales data – keep records tidy and up‑to‑date.
- Using sales software – basic computer skills are a must.
- Strategic selling – think about the long‑term benefits for the customer.
- Strengthening relationships – keep in touch after the sale.
Core competencies
- Action‑oriented – get things done quickly.
- Balancing interests – consider what’s best for the customer and the company.
- Networking – connect with people inside and outside the firm.
- Collaboration – work well with teammates.
- Clear communication – share ideas in a way anyone can understand.
- Customer focus – always put the client first.
- Good decision making – choose the best option after thinking it through.
- Accountability – own your work and its results.
Education required
- Minimum of NQF Level 4 (Grade 12) or an equivalent school leaving certificate, national or occupational qualification.
How to apply
- Click the link below.
- Fill in the online form with your details.
- Attach your latest resume and any certificates.
Important note
The appointment will be made from the designated group in line with Old Mutual South Africa’s Employment Equity Plan and the specific business unit’s needs.
Why this role could be right for you
- Fast‑track learning: You’ll pick up financial knowledge on the job.
- Career growth: Successful advisers often move into senior sales or management positions.
- People‑focused: If you enjoy helping friends and family with money matters, this role lets you do it professionally.
- Flexible environment: Many advisers work with flexible hours and can manage their own client list.
If you are ready to start a career that mixes people skills with finance, don’t wait—apply before the deadline on 18 August 2026, 23:59.