Emerging Financial Planner: Build Trusted Client Solutions

Old Mutual Life Assurance Company (SA) Ltd (PFA); Modimolle; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa is seeking self-motivated individuals to join as Financial Advisers. The role focuses on identifying clients' financial needs, providing sound financial advice, and offering suitable plans and solutions to help customers achieve lifetime goals.

Candidates should have an NQF Level 4/Grade 12 or equivalent, and strong skills in consultative selling, customer service, and building trust. Closing date 29 January 2027 at 23:59.

Qualifications

• NQF Level 4 or equivalent is required.
• A designated group employment equity alignment is possible.

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Qualifying Prospects

Probing Questions

Sales Data Management

Sales Software

Strategic Selling

Customer Understanding

Oral Communications

Education

NQF Level 4 / Grade 12

National or Occupational Certificate or equivalent

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa is seeking self-motivated individuals to join as Financial Advisers. The role focuses on identifying clients' financial needs, providing sound financial advice, and offering suitable plans and solutions to help customers achieve lifetime goals.

Candidates should have an NQF Level 4/Grade 12 or equivalent, and strong skills in consultative selling, customer service, and building trust. Closing date 29 January 2027 at 23:59.