Commissioned Financial Adviser KZN - PFA Campaign

Old Mutual Life Assurance Company (SA) Ltd (PFA); Durban; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Old Mutual is seeking a driven sales and advisory professional in Durban to identify financial needs, provide sound advice, and implement fit-for-purpose plans for clients. You will engage leads, expand product penetration, and build lasting relationships with customers.

The role emphasizes consultative selling, trusted client service, and achieving sales targets within a leading African insurer.

Qualifications

• NQF Level 5 or equivalent qualification required.
• Proven sales experience and customer focus preferred.

Responsibilities

• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Skills

Consultative Selling

Building Trust

Customer Focus

Oral Communications

Probing Questions

Qualifying Prospects

Education

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

Tools

Sales Software

Job description

About Old Mutual

Let's Write Africa's Story Together! 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.

Role at a Glance

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.

Key Responsibilities

• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Key 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

Key Competencies

• 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

Closing Date

29 November 2026 , 23:59

Appointment Details

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

Old Mutual Story

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.