Financial Advisory Consultant

Old Mutual Life Assurance Company (SA) Ltd (PFA); Boksburg; On-site; ZAR 300,000 - 400,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to champion customer financial needs, provide advice, and implement fit-for-purpose financial plans. The role focuses on securing new business, expanding existing client sales, and working primarily from qualified leads.

Applicants should be prepared to leverage consultative selling, build trust, and deliver customer-focused service across life and savings products. Closing date: 29 November 2026.

Qualifications

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

Responsibilities

• Procure new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Skills

Building Trust

Consultative Selling

Customer Focus

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 5 or equivalent

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to champion customer financial needs, provide advice, and implement fit-for-purpose financial plans. The role focuses on securing new business, expanding existing client sales, and working primarily from qualified leads.

Applicants should be prepared to leverage consultative selling, build trust, and deliver customer-focused service across life and savings products. Closing date: 29 November 2026.