Financial Advisor: Build Trust, Shape Clients' Futures

Old Mutual Life Assurance Company (SA) Ltd (PFA); Piet Retief; On-site; ZAR 180,000 - 340,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) seeks self-motivated Financial Advisors to guide clients toward lifetime goals by assessing financial needs, offering sound advice, and tailoring fit-for-purpose plans and life solutions. You will build trusted relationships, identify opportunities, and contribute to a leading African financial services group with a broad footprint across multiple markets.

This role requires a Grade 12 or equivalent and a client-focused, entrepreneurial mindset;

Qualifications

• Education NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Responsibilities

• Identify clients' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion customers to achieve lifetime goals and build trusted relationships.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

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

Education

Education NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent (Required)

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) seeks self-motivated Financial Advisors to guide clients toward lifetime goals by assessing financial needs, offering sound advice, and tailoring fit-for-purpose plans and life solutions. You will build trusted relationships, identify opportunities, and contribute to a leading African financial services group with a broad footprint across multiple markets.

This role requires a Grade 12 or equivalent and a client-focused, entrepreneurial mindset;