Aspiring Financial Advisor: Shape Africa's Financial Future

Old Mutual Life Assurance Company (SA) Ltd (PFA); Phuthaditjhaba; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to join Africa's leading insurance company as Financial Advisers. The role focuses on championing customers toward lifetime goals by identifying needs and delivering tailored financial plans and solutions.

Candidates should have a Grade 12/NQF Level 4 and a proven aptitude for consultative selling, direct sales, and building trusted client relationships.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required).
• Experience in identifying customer financial needs and providing basic financial guidance is advantageous.

Responsibilities

• Identify and understand customers' financial needs and aspirations.
• Provide sound financial advice and recommend suitable financial plans.
• Assist clients with implementing fit-for-purpose solutions and follow up on outcomes.

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Oral Communications

Sales Software

Education

Grade 12 / NQF Level 4

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to join Africa's leading insurance company as Financial Advisers. The role focuses on championing customers toward lifetime goals by identifying needs and delivering tailored financial plans and solutions.

Candidates should have a Grade 12/NQF Level 4 and a proven aptitude for consultative selling, direct sales, and building trusted client relationships.