Aspiring Financial Advisor: Build Trusted Plans

Old Mutual Life Assurance Company (SA) Ltd (PFA); Durban; On-site; ZAR 300,000 - 400,000; Full time

Job summary

Old Mutual is seeking self-motivated individuals to join as Financial Advisors in South Africa. You will champion customers' goals by identifying financial needs and recommending fit-for-purpose plans and solutions.

The role emphasizes consultative selling, customer focus and proactive relationship building as you contribute to one of Africa's leading insurers. Closing date: 30 October 2026.

Qualifications

• NQF Level 4 or equivalent educational certificate.
• Strong customer service and sales aptitude.
• Ability to meet sales targets and identify opportunities.

Responsibilities

• Identify and develop sales opportunities.
• Provide financial advice and product recommendations.
• Build trusting relationships with customers.

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

Tools

Sales Software

Job description

Old Mutual is seeking self-motivated individuals to join as Financial Advisors in South Africa. You will champion customers' goals by identifying financial needs and recommending fit-for-purpose plans and solutions.

The role emphasizes consultative selling, customer focus and proactive relationship building as you contribute to one of Africa's leading insurers. Closing date: 30 October 2026.