Emerging Financial Advisor: Shape Clients' Futures

Old Mutual Life Assurance Company (SA) Ltd (PFA)

Parys

On-site

ZAR 180,000 - 300,000

Full time

3 days ago

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Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa is seeking self-motivated individuals to become Financial Advisers. You will identify clients' needs, provide sound financial advice, and propose fit-for-purpose plans.

The role rewards an entrepreneurial spirit, direct selling, and building lasting client relationships while supporting customers to reach lifetime goals. Closing date 29 November 2026.

Qualifications

NQF Level 4 - Grade 12 is required.
Experience in selling financial products is advantageous.
Proven ability to build trust with clients.

Responsibilities

Identify clients' financial needs and provide sound financial advice.
Recommend and implement fit-for-purpose financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Service

Oral Communications

Probing Questions

Qualifying Prospects

Sales Software

Direct Selling

Education

NQF Level 4 - Grade 12

Tools

Sales Software

Job description

The role rewards an entrepreneurial spirit, direct selling, and building lasting client relationships while supporting customers to reach lifetime goals. Closing date 29 November 2026.

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