Financial Advisor: Build Trusted Financial Plans

Old Mutual Life Assurance Company (SA) Ltd (PFA); Lebowakgomo; 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 Advisors. You will champion clients to achieve lifelong goals by identifying financial needs and offering tailored advice and plans.

Join a leading African financial services group with a strong focus on customer experience, career development, and a diverse, equity-driven workplace. Closing date: 29 November 2026.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Proven ability in consultative selling and customer service.
• Education: NQF Level 4 - Grade 12 or equivalent (Required)

Responsibilities

• Identify customers' financial needs and life goals.
• Provide sound financial advice and recommend suitable plans.
• Implement and monitor fit-for-purpose financial solutions.

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

NQF Level 4

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to join as Financial Advisors. You will champion clients to achieve lifelong goals by identifying financial needs and offering tailored advice and plans.

Join a leading African financial services group with a strong focus on customer experience, career development, and a diverse, equity-driven workplace. Closing date: 29 November 2026.