Financial Planning Advisor — Grow Client Wealth

Old Mutual Life Assurance Company (SA) Ltd (PFA); Vanderbijlpark; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to identify financial needs, provide sound advice, and implement fit-for-purpose financial plans and solutions. You will champion customers’ lifetime goals with a consultative sales approach.

The role focuses on procuring new business, expanding product adoption among existing clients, and working primarily on your own leads to drive sustainable growth in a dynamic insurance environment.

Qualifications

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)
• The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
• Closing Date 29 November 2026 , 23:59

Responsibilities

• 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 focus

Customer service

Customer understanding

Direct selling

Identifying opportunities

Oral communication

Probing questions

Qualifying prospects

Sales data management

Sales software

Strategic selling

Strengthening relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

Tools

CRM software

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to identify financial needs, provide sound advice, and implement fit-for-purpose financial plans and solutions. You will champion customers’ lifetime goals with a consultative sales approach.

The role focuses on procuring new business, expanding product adoption among existing clients, and working primarily on your own leads to drive sustainable growth in a dynamic insurance environment.