Africa-Focused Financial Advisor

Old Mutual Life Assurance Company (SA) Ltd; Scottburgh; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd invites you to join a leading financial services group delivering value to customers across Africa. As a Financial Adviser you will provide proactive, on-demand financial advice to an allocated market, build strong client relationships, and recommend suitable solutions while meeting regulatory requirements.

The role includes in-house training and continual professional development.

Qualifications

• Grade 12 (Matric) certificate and FAIS compliance beneficial.
• In-house training and ongoing professional development.

Responsibilities

• Provide pro-active financial advice to customers within an allocated market.
• Maintain superior service delivery and build strong client relationships.
• Complete prescribed regulatory exams and accreditation with the Financial Services Regulatory Authority.
• Identify opportunities to secure new business and support retention.
• Process cases, handle complex queries, and resolve customer problems.

Skills

Interacting with People

Embracing Change

Articulating Information

Meeting Timescales

Interpreting Information

Developing Strategies

Pursuing Goals

Convince and Influence

Seizing Opportunities

Education

Grade 12 (Matric)

Tools

MS Office

Job description

Old Mutual Life Assurance Company (SA) Ltd invites you to join a leading financial services group delivering value to customers across Africa. As a Financial Adviser you will provide proactive, on-demand financial advice to an allocated market, build strong client relationships, and recommend suitable solutions while meeting regulatory requirements.

The role includes in-house training and continual professional development.