Strategic Financial Advisor | Growth & Planning

Old Mutual Life Assurance Company (SA) Ltd (PFA); Ficksburg; On-site; ZAR 250,000 - 420,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a proactive professional to champion customer financial goals by identifying needs, advising on fit-for-purpose financial plans, and implementing solutions. The role emphasizes new business procurement and expanding sales with existing customers.

You will primarily work on your own leads, emphasizing consultative selling, strong customer focus, and effective relationship-building to drive growth and client satisfaction.

Qualifications

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

Responsibilities

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

Skills

Building Trust

Consultative Selling

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 5

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a proactive professional to champion customer financial goals by identifying needs, advising on fit-for-purpose financial plans, and implementing solutions. The role emphasizes new business procurement and expanding sales with existing customers.

You will primarily work on your own leads, emphasizing consultative selling, strong customer focus, and effective relationship-building to drive growth and client satisfaction.