Aspiring Financial Advisor

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

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa invites energetic individuals to become Financial Advisors who help clients identify life goals and financial needs.

You will use your entrepreneurial drive to build trusted relationships, deliver sound advice, and design fit-for-purpose financial plans and solutions that protect and grow wealth. Join a leading insurer committed to championing positive futures for customers and communities.

Qualifications

• NQF Level 5 or higher qualification relevant to financial services.
• Self-motivated with entrepreneurial spirit and goal-driven attitude.
• Strong consultative selling and customer relationship skills.

Responsibilities

• Identify clients' financial needs and tailor advice.
• Provide sound financial planning and guidance.
• Recommend and implement fit-for-purpose financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Qualifying Prospects

Oral Communications

Probing Questions

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

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 5 - Higher, Advance or Occupational Certificate or equivalent Closing Date 30 October 2026 , 23:59

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.