Aspiring Financial Advisor: Launch Your Growth

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

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa seeks self-motivated individuals to become Financial Advisors. You will identify clients' financial needs and propose fit-for-purpose plans with a focus on long-term goals.

The role emphasizes consultative selling, building trust, and strengthening customer relationships through effective communication and proactive opportunity spotting. An education level of NQF Level 5 or equivalent is required.

Qualifications

• Education NQF Level 5 or higher required.
• Strong interpersonal and advisory communication skills.
• Experience in selling financial solutions is a plus.

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

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

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa seeks self-motivated individuals to become Financial Advisors. You will identify clients' financial needs and propose fit-for-purpose plans with a focus on long-term goals.

The role emphasizes consultative selling, building trust, and strengthening customer relationships through effective communication and proactive opportunity spotting. An education level of NQF Level 5 or equivalent is required.