Aspiring Financial Adviser

Old Mutual Life Assurance Company (SA) Ltd (PFA); Phuthaditjhaba; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to join Africa's leading insurance company as Financial Advisers. The role focuses on championing customers toward lifetime goals by identifying needs and delivering tailored financial plans and solutions.

Candidates should have a Grade 12/NQF Level 4 and a proven aptitude for consultative selling, direct sales, and building trusted client relationships.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required).
• Experience in identifying customer financial needs and providing basic financial guidance is advantageous.

Responsibilities

• Identify and understand customers' financial needs and aspirations.
• Provide sound financial advice and recommend suitable financial plans.
• Assist clients with implementing fit-for-purpose solutions and follow up on outcomes.

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Oral Communications

Sales Software

Education

Grade 12 / NQF Level 4

Job description

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

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

Closing Date

29 November 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!