Commissioned Financial Adviser – Help Clients Reach Lifelong Goals

Pivot Services; Durban; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual in Durban is seeking a self-motivated and dynamic Commissioned Financial Adviser to help clients achieve their lifetime goals by identifying their financial needs and providing sound financial advice in a leading insurance environment.

The role focuses on recommending and implementing fit-for-purpose financial plans and solutions, with a client-centric approach and the potential for commission-based earnings.

Qualifications

• We are looking for self-motivated and dynamic individuals with an entrepreneurial spirit to join a leading insurance company.
• The role focuses on identifying clients' financial needs, providing sound financial advice, and recommending and implementing fit-for-purpose financial plans.

Responsibilities

• Identify clients' financial needs and provide tailored financial advice.
• Recommend and implement financial plans and solutions to help clients achieve lifetime goals.
• Engage with clients in a professional and proactive manner to champion their financial well-being.

Job description

Old Mutual in Durban is seeking a self-motivated and dynamic Commissioned Financial Adviser to help clients achieve their lifetime goals by identifying their financial needs and providing sound financial advice in a leading insurance environment.

The role focuses on recommending and implementing fit-for-purpose financial plans and solutions, with a client-centric approach and the potential for commission-based earnings.