Aspiring Financial Adviser (Potchefstroom)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Klerksdorp; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to become Financial Advisers. The role focuses on identifying clients' financial needs, offering sound advice, and recommending tailored plans to help achieve lifetime goals.

The position requires a Grade 12 or equivalent and a proactive, customer‑centric approach. Training and career progression may be available within a leading African insurance company.

Qualifications

• Education: NQF Level 4 - Grade 12 or equivalent.
• Role focuses on identifying client needs and providing sound financial advice.
• A self-motivated, entrepreneurial mindset is preferred.

Responsibilities

• Identify financial needs and opportunities for clients.
• Provide financial advice and design 'fit for purpose' plans.
• Implement and review suitable financial solutions with customers.

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

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.

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!