Emerging Financial Advisor: Build Plans & Trusted Relationships

Old Mutual Life Assurance Company (SA) Ltd (PFA); Durban; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to join as Financial Advisors in KwaZulu-Natal, Durban. The role focuses on identifying client financial needs, offering sound advice, and implementing fit-for-purpose plans to help clients achieve lifetime goals.

Applicants should possess strong consultative selling, trust-building, and customer-service skills, with NQF Level 4 or equivalent education. Closing date: 30 March 2027. Employment Equity applies.

Qualifications

• NQF Level 4 – Grade 12 or equivalent education is required.
• Strong ability to build trust and use consultative selling techniques.
• Proven customer focus and effective oral communication skills.

Responsibilities

• Identify clients' financial needs and advise on suitable plans.
• Implement fit-for-purpose financial solutions and build lasting client relationships.

Skills

Trust building

Consultative selling

Customer service

Identifying sales opportunities

Oral communications

Customer focus

Sales software

Education

NQF Level 4 / Grade 12 certificate

Tools

Sales software

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to join as Financial Advisors in KwaZulu-Natal, Durban. The role focuses on identifying client financial needs, offering sound advice, and implementing fit-for-purpose plans to help clients achieve lifetime goals.

Applicants should possess strong consultative selling, trust-building, and customer-service skills, with NQF Level 4 or equivalent education. Closing date: 30 March 2027. Employment Equity applies.