Financial Adviser: Build Purposeful Plans in Africa

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

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) seeks self-motivated individuals to join as Financial Advisers. The role focuses on championing customers to reach lifetime goals by identifying financial needs, offering sound advice, and implementing tailored financial plans and solutions.

Candidates should demonstrate trust-building, consultative selling, and strong customer focus, with an entrepreneurial spirit and goal-driven approach to sales opportunities.

Qualifications

• Education requirements include NQF Level 4 - Grade 12 and/or National/Occupational Certificate or equivalent.
• No specific software tools are mandated, but strong sales acumen is required.

Responsibilities

• Champions customers to achieve lifetime goals by identifying financial needs.
• Provide sound financial advice and recommend fit-for-purpose financial plans and solutions.
• Identify opportunities and convert prospects into clients through consultative selling.

Skills

Trust building

Consultative selling

Customer service

Sales opportunity identification

Oral communications

Probing questions

Qualifying prospects

Sales data management

Strategic selling

Education

NQF Level 4 - Grade 12

National or Occupational Certificate or equivalent

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) seeks self-motivated individuals to join as Financial Advisers. The role focuses on championing customers to reach lifetime goals by identifying financial needs, offering sound advice, and implementing tailored financial plans and solutions.

Candidates should demonstrate trust-building, consultative selling, and strong customer focus, with an entrepreneurial spirit and goal-driven approach to sales opportunities.