Financial Adviser: Build Trusted Plans for Lifelong Goals

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

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to join as Financial Advisers. The role centers on championing customers to achieve lifetime goals by identifying financial needs, advising, and implementing suitable financial plans.

A dynamic, entrepreneurial spirit is valued to grow a broad client base across Africa. Ideal candidates display consultative selling, strong communication, and a passion for helping clients secure financial futures through

Qualifications

• Education NQF Level 4 - Grade 12 or equivalent is required.

Responsibilities

• Champion customers by identifying financial needs and providing sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Identify sales opportunities and drive direct selling to achieve business targets.
• Maintain customer focus and manage customer feedback to improve service.

Skills

Trust Building

Consultative Selling

Customer Focus

Identifying Sales Opportunities

Direct Selling

Probing Questions

Qualifying Prospects

Sales Data Management

Customer Relationship

Communication Skills

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 join as Financial Advisers. The role centers on championing customers to achieve lifetime goals by identifying financial needs, advising, and implementing suitable financial plans.

A dynamic, entrepreneurial spirit is valued to grow a broad client base across Africa. Ideal candidates display consultative selling, strong communication, and a passion for helping clients secure financial futures through