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Aspiring Financial Adviser; Kestell​/Lindley​/Reitz

Job in Bethlehem, 9700, South Africa
Listing for: Old Mutual Life Assurance Company (SA) Ltd (PFA)
Full Time position
Listed on 2026-06-27
Job specializations:
  • Sales
Job Description & How to Apply Below
Position: Aspiring Financial Adviser (Kestell / Lindley / Reitz)
Location: Bethlehem

Position Title

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.

Job Overview

The role 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.

Responsibilities

Champion customers' financial goals, identify needs, provide recommendations, implement purposeful plans, maintain relationships, gather feedback, qualify prospects, manage sales data and software, and use strategic selling techniques.

Skills & Competencies
  • 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
  • Action Oriented
  • Balancing Stakeholders
  • Builds Networks
  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Decision Quality
  • Ensures Accountability
Education & Experience

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

Closing Date

30 July 2026, 23:59.

Employment Equity

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.

Company Overview

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life & Savings, Property & Casualty, Asset Management and Banking & Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

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