Future Financial Advisor: Launch Your Advisory Career

Old Mutual Life Assurance Company (SA) Ltd (PFA); Durban; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to join its Financial Advisor team in Durban. You will identify customers' financial needs, offer sound advice and design fit-for-purpose financial plans to help clients achieve lifetime goals.

We value entrepreneurial spirit and a strong service orientation; the role supports an inclusive Employment Equity plan and frontline client engagement across key market segments in South Africa.

Qualifications

• Identify customers' financial needs and provide sound financial advice.
• Recommend and implement fit-for-purpose financial plans and solutions.
• Champion valued customers to achieve lifetime goals.
• Comply with Employment Equity Plan of Old Mutual South Africa.

Responsibilities

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

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 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Tools

Sales Software

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to join its Financial Advisor team in Durban. You will identify customers' financial needs, offer sound advice and design fit-for-purpose financial plans to help clients achieve lifetime goals.

We value entrepreneurial spirit and a strong service orientation; the role supports an inclusive Employment Equity plan and frontline client engagement across key market segments in South Africa.