Aspiring Financial Advisor (Mthatha and Surrounds)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Mthatha; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated Financial Advisors to champion customers' lifetime goals by identifying financial needs, recommending and implementing fit-for-purpose plans and solutions.

The appointment will align with the Employment Equity Plan and the specific business unit. Applicants should have NQF 4/Grade 12 or equivalent and strong consultative selling, customer service, and relationship-building skills. Closing date: 30 October 2026.

Qualifications

• NQF Level 4 or equivalent educational background.
• Strong selling and customer-service orientation.
• Ability to identify and develop opportunities for financial solutions.

Responsibilities

• Identify clients' financial needs and advise on suitable plans.
• Build trusted relationships and close opportunities.
• Provide ongoing service and support to clients.

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 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Tools

CRM 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 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.

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.

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

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.