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For Companies At a Glance
- Tasks: Help clients achieve their financial dreams with tailored advice and solutions.
- Company: Join Old Mutual, a leader in championing African opportunities.
- Benefits: Gain valuable experience, mentorship, and a chance to make a real impact.
- Why this job: Be part of a team that empowers customers to reach their lifetime goals.
- Qualifications: Matriculation Certificate required; passion for finance and sales is a must.
- Other info: Exciting internship with full-time potential and growth opportunities.
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
Matriculation Certificate (Matric)
Closing Date
19 February 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!
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Aspiring Financial Adviser employer: Old Mutual South Africa
Contact Detail:
Old Mutual South Africa Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Aspiring Financial Adviser
✨Tip Number 1
Network like a pro! Reach out to people in the finance industry, attend events, and connect on LinkedIn. The more connections we make, the better our chances of landing that dream role as a Financial Adviser.
✨Tip Number 2
Practice your pitch! Be ready to explain how you can help clients achieve their financial goals. We should focus on showcasing our consultative selling skills and customer-centric approach during interviews.
✨Tip Number 3
Research Old Mutual inside out! Understand their values, services, and the African opportunity they champion. This knowledge will help us tailor our conversations and show we're genuinely interested in being part of their team.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we can keep track of our applications and follow up easily. Let’s get that internship rolling!
We think you need these skills to ace Aspiring Financial Adviser
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Aspiring Financial Adviser. Highlight any relevant experience or skills that align with identifying financial needs and providing sound advice. We want to see how you can champion customer-centric service!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about helping clients achieve their lifetime goals. Share specific examples of how you've built trust and strengthened relationships in the past.
Showcase Your Skills: Don’t forget to highlight your consultative selling and customer-focused skills. We’re looking for candidates who can identify sales opportunities and communicate effectively, so make sure these come through in your application.
Apply Through Our Website: We encourage you to apply through our website for a smooth application process. It’s the best way for us to receive your application and keep track of all the amazing talent we’re bringing on board!
How to prepare for a job interview at Old Mutual South Africa
✨Know Your Financial Stuff
Brush up on your financial knowledge before the interview. Understand basic concepts like budgeting, investments, and financial planning. This will help you answer questions confidently and show that you're serious about becoming a financial adviser.
✨Showcase Your Customer-Centric Approach
Prepare examples of how you've put customers first in previous roles or experiences. Old Mutual values customer-centric service, so demonstrating your ability to identify and meet clients' needs will set you apart from other candidates.
✨Practice Your Communication Skills
As a financial adviser, you'll need to communicate complex information clearly. Practice explaining financial concepts in simple terms. This will not only help you during the interview but also in your future role when advising clients.
✨Ask Insightful Questions
Prepare thoughtful questions about Old Mutual's approach to financial advising and their customer base. This shows your genuine interest in the company and helps you understand if it's the right fit for you.
