Financial Advisor: Shape Secure Futures for Africa

Old Mutual Life Assurance Company (SA) Ltd (PFA); Mokopane; 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 who will champion customers’ financial goals by identifying needs and providing sound advice. The role emphasizes entrepreneurial spirit, consultative selling, and building lasting client relationships to drive business growth.

You will identify sales opportunities, customize fit-for-purpose financial plans, and deliver excellent customer service while working toward lifetime

Qualifications

• NQF Level 4 qualification or equivalent (Grade 12/Senior Certificate)
• Experience in financial services sales is advantageous
• Self-motivated entrepreneurial mindset and strong customer focus

Responsibilities

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

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer Focus

Direct Selling

Identifying Sales Opportunities

Oral Communications

Sales Data Management

Sales Software

Strategic Selling

Education

Grade 12 / Senior Certificate

Tools

Sales Software

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to join as Financial Advisers who will champion customers’ financial goals by identifying needs and providing sound advice. The role emphasizes entrepreneurial spirit, consultative selling, and building lasting client relationships to drive business growth.

You will identify sales opportunities, customize fit-for-purpose financial plans, and deliver excellent customer service while working toward lifetime