Aspiring Financial Adviser (Parksquare )

Old Mutual Life Assurance Company (SA) Ltd (PFA); Durban; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to join as Financial Advisors in KwaZulu-Natal, Durban. The role focuses on identifying client financial needs, offering sound advice, and implementing fit-for-purpose plans to help clients achieve lifetime goals.

Applicants should possess strong consultative selling, trust-building, and customer-service skills, with NQF Level 4 or equivalent education. Closing date: 30 March 2027. Employment Equity applies.

Qualifications

• NQF Level 4 – Grade 12 or equivalent education is required.
• Strong ability to build trust and use consultative selling techniques.
• Proven customer focus and effective oral communication skills.

Responsibilities

• Identify clients' financial needs and advise on suitable plans.
• Implement fit-for-purpose financial solutions and build lasting client relationships.

Skills

Trust building

Consultative selling

Customer service

Identifying sales opportunities

Oral communications

Customer focus

Sales software

Education

NQF Level 4 / Grade 12 certificate

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 Advisor 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

Closing Date 30 March 2027 , 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!

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.