Commission-Based Financial Planner – Durban & Surroundings

Old Mutual Life Assurance Company (SA) Ltd (PFA); Durban; On-site; ZAR 260,000 - 360,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to champion customer financial needs, provide sound financial advice, and implement fit-for-purpose plans.

The role focuses on identifying opportunities, acquiring new business, expanding existing sales, and working primarily from own leads to drive growth within the Durban market. An NQF Level 5 or equivalent is required.

Qualifications

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

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 - Higher, Advance or Occupational Certificate or equivalent (Required)

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated individuals to champion customer financial needs, provide sound financial advice, and implement fit-for-purpose plans.

The role focuses on identifying opportunities, acquiring new business, expanding existing sales, and working primarily from own leads to drive growth within the Durban market. An NQF Level 5 or equivalent is required.