About the role

Lets Write Africa's Story Together!

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

Job Description

A Financial Advisor at Old Mutual is responsible for growing the company's client base, selling financial products, and providing sound financial advice to help clients achieve their long-term financial goals.

Responsibilities

Prospect and recruit new clients through networking, referrals, and community engagement

- Conduct detailed financial needs analyses for clients

- Recommend and sell Old Mutual products including:

- Life insurance policies

- Savings and investment plans

- Education plans

- Present and explain product benefits, premiums, and terms clearly

- Build and maintain long-term client relationships

- Meet and exceed monthly production targets

- Submit accurate client applications and documentation

- Attend regular training and development sessions

- Comply with Old Mutual's code of conduct and NIC regulations

Skills

Building Trust, Consultative Selling, 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

Drives Results

Ensures Accountability

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

27 May 2026 , 23:59

The Old Mutual Story!

Aplyr's read

Old Mutual is a leading South African financial services provider, attracting professionals in insurance, investment, and banking to drive comprehensive financial solutions.
Synthesized from recent postings & public sources

What's promising

•Old Mutual has a strong presence in the African financial services market.
•The company offers diverse career opportunities across various financial disciplines.
•Old Mutual invests in technology and innovation, enhancing financial solutions.

What to watch

•The company faces intense competition from other financial service providers.
•Economic volatility in South Africa can impact business performance.
•Regulatory changes in the financial sector may pose compliance challenges.

Why Old Mutual

•Old Mutual has a long-standing history since 1845, offering stability.
•It provides a comprehensive range of financial services under one brand.
•Old Mutual's commitment to community development is integral to its operations.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Old Mutual

Old Mutual

oldmutual.com

View company

Old Mutual Limited is a South African-based financial services group that offers a wide range of financial solutions including insurance, investment, and banking services.