Aspiring Financial Adviser - Craft Trusted Plans

Old Mutual Life Assurance Company (SA) Ltd (PFA); Evaton; On-site; ZAR 180,000 - 340,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to join as Financial Advisers. The role focuses on identifying clients' financial needs, delivering sound advice, and implementing fit-for-purpose financial plans to help customers achieve lifetime goals.

Applicants should have a Level 4 NQF/Grade 12 or equivalent, with an entrepreneurial mindset and strong consultative selling skills. Closing date is 29 November 2026.

Qualifications

• Experience building trusted adviser relationships with clients.
• Ability to understand financial needs and translate into plans.
• Proven track record in client-focused sales and advisory roles.

Responsibilities

• Identify clients' financial needs and lifetime goals.
• Provide sound financial advice and suitable plans and solutions.
• Champion customers through end-to-end financial planning and implementation.

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

Education

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

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to join as Financial Advisers. The role focuses on identifying clients' financial needs, delivering sound advice, and implementing fit-for-purpose financial plans to help customers achieve lifetime goals.

Applicants should have a Level 4 NQF/Grade 12 or equivalent, with an entrepreneurial mindset and strong consultative selling skills. Closing date is 29 November 2026.