Commissioned Financial Advisor

Old Mutual South Africa; KwaZulu-Natal; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is recruiting in KwaZulu-Natal for a results-driven financial advisor role, focusing on understanding clients' life goals and offering fit-for-purpose financial plans and solutions to meet their needs.

You will be responsible for acquiring new business, expanding sales with existing clients, and working mainly from your own leads, leveraging consultative selling to build trust and deliver superior service.

Qualifications

• Self-motivated and dynamic individual.
• Identify financial needs and deliver suitable plans.
• Proactively source new business and expand existing client base.

Responsibilities

• Champion customer financial goals and provide sound advice.
• Procure new business and expand sales.
• Work mainly on own leads.
• Close deals and build lasting relationships.

Skills

Self-motivated

Consultative selling

Customer-focused

Identifying sales opportunities

Probing questions

Direct selling

Sales data management

Relationship building

Education

NQF Level 5 certificate or equivalent

Tools

CRM software

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 Oriented

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Education

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

Closing Date

30 October 2026, 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.