Commissioned Financial Adviser (Pietermaritzburg/ Greytown/ Howick)

Old Mutual; Wellington; On-site; NZD 28,000 - 42,000; Full time

Job summary

Old Mutual seeks a Commissioned Financial Adviser to champion client financial goals, assess needs, and design fit-for-purpose plans. The role focuses on acquiring new business and expanding services with existing customers, largely working from personal leads.

The position emphasizes entrepreneurial drive, customer-focused advice, and the ability to build lasting client relationships across Pietermaritzburg, Greytown and Howick.

Qualifications

• NQF Level 5 or equivalent educational qualification required.
• Experience in financial advisory or sales environment preferred.
• Proven track record in identifying and closing new business opportunities.

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-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Strategic Selling

Strengthening Customer Relationships

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

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-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

Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

30 March 2027 , 23:59

Commissioned Financial Adviser (Pietermaritzburg/ Greytown/ Howick) Greytown