Commissioned Financial Adviser (Pietermaritzburg/ Estcourt/ Greytown)

Old Mutual; Greytown; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading insurance company in Greytown is seeking self-motivated individuals for a financial advisory role. You will be responsible for identifying financial needs and providing tailored financial plans to clients. Strong skills in consultative selling and customer service are essential for success. The ideal candidate must have an NQF Level 5 qualification or equivalent. Join us to help customers achieve their lifetime financial goals!

Qualifications

• NQF Level 5 qualification or equivalent is required.

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

Education

NQF Level 5 - Higher, Advance or Occupational Certificate

Job description

Overview

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.

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

• 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

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 2025 , 23:59

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!