Commissioned Financial Planner & Growth Advisor

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 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.