Aspiring Financial Advisor: Launch Your Advisory Career

Old Mutual Life Assurance Company (SA) Ltd (PFA); Durban; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated Financial Advisors in Durban to identify clients' needs and provide sound advice. You will recommend and implement fit-for-purpose financial plans with an entrepreneurial, customer-focused approach.

Join a leading African insurer and build relationships while growing through comprehensive training, career progression, and a broad range of financial solutions across life, savings, and wealth.

Qualifications

• NQF Level 5 or equivalent education as requirement.
• Self-motivated, entrepreneurial spirit and customer focus.
• Role involves identifying client financial needs and offering appropriate plans.

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion valued customers to achieve lifetime goals through consultative selling.

Skills

Building Trust

Consultative Selling

Customer Service

Identifying Sales Opportunities

Direct Selling

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Customer Relationships

Education

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

Tools

Sales Software

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated Financial Advisors in Durban to identify clients' needs and provide sound advice. You will recommend and implement fit-for-purpose financial plans with an entrepreneurial, customer-focused approach.

Join a leading African insurer and build relationships while growing through comprehensive training, career progression, and a broad range of financial solutions across life, savings, and wealth.