Launch Your Financial Advisory Career

Old Mutual Life Assurance Company (SA) Ltd (PFA); Butterworth; On-site; ZAR 120,000 - 360,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa is seeking self-motivated individuals to become Financial Advisors who help clients achieve lifetime goals by identifying needs and offering tailored financial plans.

The role focuses on consultative selling, providing sound financial advice, implementing fit-for-purpose solutions, and building lasting customer relationships.

The appointment will be made in line with Employment Equity plans; closing date is 30 October 2026, 23:59.

Qualifications

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Responsibilities

• Identify financial needs and advise tailored financial plans to help clients achieve lifetime goals.
• Provide sound financial advice and recommend fit-for-purpose financial solutions.
• Champion customer interests and build lasting relationships through consultative selling.

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

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa is seeking self-motivated individuals to become Financial Advisors who help clients achieve lifetime goals by identifying needs and offering tailored financial plans.

The role focuses on consultative selling, providing sound financial advice, implementing fit-for-purpose solutions, and building lasting customer relationships.

The appointment will be made in line with Employment Equity plans; closing date is 30 October 2026, 23:59.