Financial Adviser - Short-Term Specialist

Old Mutual Life Assurance Company (SA) Ltd (PFA); Boksburg; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual is seeking self-motivated individuals to champion customers’ lifetime goals by identifying financial needs, offering sound financial advice, and implementing fit-for-purpose plans. You will focus on procuring new business and expanding sales with existing customers, working mainly on your own leads with a strong emphasis on consultative selling and building trust.

Close date: 29 October 2026. The role centers on delivering solutions across Life and Savings, Property and Casualty, and

Qualifications

• NQF Level 5 or higher is required.
• Experience in financial advisory or client-facing sales is advantageous.
• Excellent communication and consultative selling skills are essential.

Responsibilities

• Procurement of new business and lead generation.
• Expand sales of products and services with existing customers.
• Work mainly on own leads and build trusted client relationships.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

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

Drives Results

Ensures Accountability

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Skills Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships Competencies Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Drives Results Ensures Accountability Education NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date 29 October 2026 , 23:59

The Old Mutual Story!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.