Aspiring Financial Adviser

Job in Boksburg, 1446, South Africa

Listing for: Old Mutual Life Assurance Company (SA) Ltd (PFA)

Full Time position
Listed on 2026-07-06

Job specializations:

Sales
Retail Sales, Financial Sales

Location: Boksburg

Role Summary

The role is to champion customers in achieving their lifetime financial goals. This involves identifying financial needs, providing advice, and recommending “fit for purpose” financial plans and solutions.

Responsibilities

Identify customers' financial needs.
Provide sound financial advice.
Recommend and implement tailored financial plans and solutions.
Build and maintain trust and customer relationships.
Perform consultative selling, direct selling, and identify sales opportunities.
Manage customer feedback and data to improve service.
Collaborate with stakeholders and contribute to service quality decisions.

Competencies & Skills

Building Trust
Consultative Selling
Customer Feedback Management
Customer Focus, Service and Understanding
Direct Selling
Identifying Sales Opportunities
Oral Communications & Probing Questions
Qualifying Prospects
Sales Data Management
Sales Software
Strategic Selling
Strengthening Customer Relationships
Action Oriented, Balances Stakeholders, Builds Networks, Collaborates and Communicates Effectively, Decision Quality, Ensures Accountability

Qualifications

Education:

Matriculation Certificate (Matric)

Closing Date

Applications are accepted until 30 October 2026, 23:59.

EEO Statement

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa.

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