Commissioned Financial Adviser (ParkSquare)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Durban; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) in Durban is seeking self-motivated sales professionals to champion customers' financial goals by identifying needs and recommending fit-for-purpose plans. You will mainly work on your own leads, pursuing new business and expanding sales with existing clients.

Ideal candidates demonstrate building trust, consultative selling, and a customer-focused approach, supported by strong communication and problem-solving skills to build lasting

Qualifications

• NQF Level 5 or higher qualification required.
• Experience in financial services or insurance sales preferred.
• Strong communication and consultative selling skills.
• Ability to work with own leads and meet targets.

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

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

Job description

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.

Responsibilities include:

• 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

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Education & Qualifications

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

Closing Date

30 March 2027 , 23:59

About Old Mutual

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. The 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.