Applications Open for Aspiring Financial Adviser Positions at Old Mutual in KwaZulu-Natal

Old Mutual, one of Africa’s leading insurance and financial services providers, is inviting dynamic, self-driven individuals to apply for the role of Aspiring Financial Adviser. The positions are available in various locations across KwaZulu-Natal, including Drakensberg, Howick, Pietermaritzburg, Estcourt, and Greytown. Applications close on 30 July 2025 at 23:59.

This is an excellent opportunity for individuals who are passionate about financial planning and want to build a rewarding career in the insurance and investment industry.

What the Role Entails

The Aspiring Financial Adviser role is designed for entrepreneurial individuals who want to help clients achieve their lifetime financial goals. The core responsibility is to engage with customers, assess their financial needs, and provide tailored financial advice and solutions.

As part of Old Mutual’s growing team, successful candidates will:

• Identify client financial needs and provide relevant financial advice
• Recommend and implement fit-for-purpose financial plans and solutions
• Build and maintain trusted relationships with clients
• Champion customer success through strategic financial planning

Key Skills and Competencies

To excel in this role, applicants should demonstrate the following skills:

• Building trust and strengthening customer relationships
• Consultative and strategic selling
• Managing customer feedback and understanding customer needs
• Direct selling and identifying sales opportunities
• Strong oral communication and probing question techniques
• Proficiency in qualifying prospects and managing sales data
• Ability to use sales software effectively

Old Mutual is looking for candidates who are:

• Action-oriented and proactive
• Strong network builders
• Able to balance stakeholder needs
• Effective collaborators and communicators
• Focused on delivering excellent customer service
• Able to make sound decisions
• Accountable for their sales and service outcomes

Minimum Education Requirements

• A Matriculation Certificate (Matric) is essential for this role.

Employment Equity Commitment

Old Mutual is committed to transformation and preference will be given to candidates from designated groups in line with the company’s Employment Equity Plan and the specific business unit’s needs.

Why Join Old Mutual?

With a proud legacy of over 175 years in financial services, Old Mutual continues to grow its footprint across Africa. The company is passionate about nurturing talent and providing career development opportunities in a supportive and dynamic environment.

By joining Old Mutual, successful candidates will have the chance to make a meaningful impact on their clients’ financial futures while building a long-term career in financial advising.

How to Apply

Candidates interested in this exciting opportunity can apply online by visiting the Old Mutual Careers portal here.

With the closing date fast approaching on 30 July 2025, prospective applicants are encouraged to submit their applications as soon as possible to avoid missing out on this career-defining opportunity.