Emerging Financial Adviser: Build Trust, Shape Futures

Old Mutual Life Assurance Company (SA) Ltd (PFA); Welkom; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a self-motivated Financial Adviser to help clients reach lifetime goals by identifying needs and delivering sound financial plans. You will build trusted relationships, provide consultative advice, and implement fit-for-purpose solutions.

Education requirement is NQF Level 4 / Grade 12; closing date is 19 October 2026. This role sits with Africa's leading insurer, offering growth, professional development, and a strong client-service

Qualifications

• Education NQF Level 4 - Grade 12 or equivalent is required.
• Closing Date: 19 October 2026, 23:59.

Responsibilities

• Champion customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and recommend fit-for-purpose plans.
• Implement financial solutions and build trusted client relationships.

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 4 - Grade 12

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a self-motivated Financial Adviser to help clients reach lifetime goals by identifying needs and delivering sound financial plans. You will build trusted relationships, provide consultative advice, and implement fit-for-purpose solutions.

Education requirement is NQF Level 4 / Grade 12; closing date is 19 October 2026. This role sits with Africa's leading insurer, offering growth, professional development, and a strong client-service