PFA Associate Financial Advisor Campaign (Western and Eastern Cape)

Old Mutual; Cape Town; On-site; ZAR 30 000 - 90 000; Full time

Job summary

Join a leading insurance company that believes in the African opportunity! This role is perfect for self-motivated individuals with an entrepreneurial spirit. You will champion valued customers, helping them achieve their financial goals through tailored financial advice and solutions. With a structured learning program and unlimited earning potential, you will have the chance to grow into a seasoned financial professional. The supportive infrastructure and management oversight ensure you can add real value to clients while enjoying a rewarding career path with options for specialization. If you're ready to make an impact, apply now!

Benefits

Structured learning program

Unlimited earning potential on commission

Management oversight

Product Specialist support

Access to modern office space

Back-office support

Rewards and recognition for outstanding performers

Qualifications

• 3-5 years work experience in a relevant field.
• Excellent communication skills and tech-savvy.

Responsibilities

• Champion customers to achieve their lifetime financial goals.
• Provide sound financial advice and implement financial solutions.

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

Matric

Tertiary qualification at NQF Level 7 (law, commerce, accounting)

Bachelor's Degree

Tools

Company Laptop

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.

Minimum Requirements:

1. Matric
2. 3-5 years work experience
3. A tertiary qualification at NQF Level 7 (law, commerce, accounting)
4. A valid Drivers License
5. Clear Criminal and Credit Record
6. Excellent Communicator
7. Tech Savvy
8. Entrepreneurial spirit

#TrulyMutual Benefits:

1. A structured learning program navigating your way towards becoming a seasoned and qualified financial professional
2. An exciting and challenging career path with options for specialisation
3. Unlimited earning potential on commission, when you consistently implement what you have learned
4. Management oversight and a supportive infrastructure so that you are fully enabled to add value to clients
5. Product Specialist support
6. Company Laptop
7. Access to revamped modern office space with meeting facilities
8. Back-office support
9. Rewards and recognition for outstanding performers

Do you have what it takes to work for a leading financial service? Apply now.

Please ensure your contact info is up to date (cell phone & email) as a recruiter will be reaching out to you directly.

Skills and Competencies:

1. Action Oriented
2. Balances Stakeholders
3. Builds Networks
4. Collaborates
5. Communicates Effectively
6. Customer Focus
7. Decision Quality
8. Ensures Accountability

Education:

Bachelors Degree (B), High School (Grade 12) (Required)

Closing Date:

30 May 2025, 23:59

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!