Africa Growth-Focused Financial Advisor

Old Mutual Life Assurance Company (SA) Ltd (PFA); Alberton; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to champion customers, identify financial needs, and provide sound financial advice. The role focuses on procuring new business and expanding sales with existing clients, primarily working from own leads.

Key competencies include trust-building, consultative selling, and strong communication. The position aligns with Old Mutual's commitment to mutual positive futures and a customer-centric approach.

Qualifications

• Education at NQF Level 5 or higher as stated in the job posting.
• Strong interpersonal and client-facing communication skills.

Responsibilities

• Procure new business and expand sales with existing customers.
• Work mainly on own leads to identify financial needs and opportunities.
• Provide financial advice and recommend fit-for-purpose plans.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Identifying Sales Opportunities

Oral Communications

Qualifying Prospects

Strategic Selling

Education

NQF Level 5 or Higher Certificate

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to champion customers, identify financial needs, and provide sound financial advice. The role focuses on procuring new business and expanding sales with existing clients, primarily working from own leads.

Key competencies include trust-building, consultative selling, and strong communication. The position aligns with Old Mutual's commitment to mutual positive futures and a customer-centric approach.