Aspiring Financial Adviser

Old Mutual Life Assurance Company (SA) Ltd (PFA); Polokwane; 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 join as Financial Advisers. The role centers on championing customers to achieve lifetime goals by identifying financial needs, advising, and implementing suitable financial plans.

A dynamic, entrepreneurial spirit is valued to grow a broad client base across Africa. Ideal candidates display consultative selling, strong communication, and a passion for helping clients secure financial futures through

Qualifications

• Education NQF Level 4 - Grade 12 or equivalent is required.

Responsibilities

• Champion customers by identifying financial needs and providing sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Identify sales opportunities and drive direct selling to achieve business targets.
• Maintain customer focus and manage customer feedback to improve service.

Skills

Trust Building

Consultative Selling

Customer Focus

Identifying Sales Opportunities

Direct Selling

Probing Questions

Qualifying Prospects

Sales Data Management

Customer Relationship

Communication Skills

Education

NQF Level 4 - Grade 12

Tools

Sales Software

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.

Key Skills and Competencies

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 & Requirements

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

Closing Date

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.

Old Mutual Story

The Old Mutual Story! 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 and Savings, Property and Casualty, Asset Management and Banking and 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.