Commissioned Financial Adviser Kzn - Pfa Campaign

Old Mutual; Durban; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual in Durban is seeking a commissioned Financial Adviser to guide clients toward their lifetime financial goals by identifying needs, offering sound advice, and recommending tailored plans. You will focus on securing new business and expanding sales with existing clients, typically working from your own leads.

In this role you will build trust, apply consultative selling, and foster lasting customer relationships while navigating a compliant, client-centric environment.

Qualifications

• Experience in financial advisory and client needs analysis.
• Proven ability to identify and close new business opportunities.
• Strong interpersonal and communication skills.

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 Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Customer Relationships

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

29 November 2026 , 23:59

Commissioned Financial Adviser KZN - PFA Campaign Durban