Established Financial Advisor (Port Shepstone, Kokstad, Matatiele, Mount Freere, Umzimkhulu and[...]

Old Mutual; Kokstad; On-site; ZAR 300 000 - 400 000; Full time

Job summary

An established industry player is seeking dynamic individuals to join their team as Financial Advisors. This exciting role involves championing customers to achieve their financial goals through personalized advice and tailored financial solutions. As a key member of a leading insurance company, you will be responsible for building trust and expanding business opportunities while working primarily on your own leads. This is a fantastic opportunity for self-motivated individuals who are passionate about making a difference in the financial lives of others.

Qualifications

• Self-motivated individuals with an entrepreneurial spirit are preferred.
• NQF Level 5 qualification or equivalent is required.

Responsibilities

• Procurement of new business and expanding sales with existing customers.
• Providing sound financial advice and implementing financial plans.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Identifying Sales Opportunities

Oral Communications

Sales Software

Strategic Selling

Education

NQF Level 5 - Higher, Advance or Occupational Certificate

Job description

Established Financial Advisor (Port Shepstone, Kokstad, Matatiele, Mount Freere, Umzimkhulu and Surrounds)

Apply locations Kokstad time type Full time posted on Posted 2 Days Ago job requisition id JR-61705

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.

• 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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.