Emerging Financial Planner & Trusted Advisor

Old Mutual Life Assurance Company (SA) Ltd (PFA); Klerksdorp; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to become Financial Advisers. The role focuses on identifying clients' financial needs, offering sound advice, and recommending tailored plans to help achieve lifetime goals.

The position requires a Grade 12 or equivalent and a proactive, customer‑centric approach. Training and career progression may be available within a leading African insurance company.

Qualifications

• Education: NQF Level 4 - Grade 12 or equivalent.
• Role focuses on identifying client needs and providing sound financial advice.
• A self-motivated, entrepreneurial mindset is preferred.

Responsibilities

• Identify financial needs and opportunities for clients.
• Provide financial advice and design 'fit for purpose' plans.
• Implement and review suitable financial solutions with customers.

Skills

Building Trust

Consultative Selling

Customer Service

Direct Selling

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Decision Quality

Ensures Accountability

Education

NQF Level 4 - Grade 12

Tools

Sales Software

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to become Financial Advisers. The role focuses on identifying clients' financial needs, offering sound advice, and recommending tailored plans to help achieve lifetime goals.

The position requires a Grade 12 or equivalent and a proactive, customer‑centric approach. Training and career progression may be available within a leading African insurance company.