Emerging Financial Advisor: Build Trust & Grow Clients

Old Mutual Life Assurance Company (SA) Ltd (PFA); Sasolburg; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to become Financial Advisers. You will champion customers to achieve lifetime goals by identifying financial needs, providing sound advice and recommending fit-for-purpose plans and solutions.

The role emphasizes consultative selling, direct client engagement, and ongoing customer service to build trusted relationships in a leading African insurance company environment.

Qualifications

• Self-motivated and entrepreneurial spirit to join a leading insurer.
• Ability to identify customers' financial needs and craft fit-for-purpose plans.
• Strong consultative selling and relationship-building skills.

Responsibilities

• Identify customers' financial needs and offer tailored financial plans.
• Provide sound financial advice and recommendations.
• Champion customer goals to help achieve lifetime financial objectives.
• Implement and monitor fit-for-purpose financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Service

Customer Focus

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4 – Grade 12 or equivalent

Tools

CRM Software

Sales Software

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to become Financial Advisers. You will champion customers to achieve lifetime goals by identifying financial needs, providing sound advice and recommending fit-for-purpose plans and solutions.

The role emphasizes consultative selling, direct client engagement, and ongoing customer service to build trusted relationships in a leading African insurance company environment.