Commissioned Financial Adviser (Pietermaritzburg/ Greytown/ Howick)

Old Mutual South Africa; Pietermaritzburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in Pietermaritzburg is looking for a professional to champion our valued customers in achieving their lifetime financial goals. The candidate will be responsible for identifying financial needs and providing tailored financial advice. Key responsibilities include procuring new business and expanding sales among existing clients. A minimum NQF Level 5 qualification is required. The role offers an opportunity to work primarily on own leads and build lasting customer relationships.

Qualifications

• NQF Level 5 qualification or equivalent.

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

Direct Selling

Oral Communications

Education

NQF Level 5 - Higher, Advance or Occupational Certificate

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.

Role at a glance

The role 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

30 December 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!