PFA Established Financial Advisor (Pietermaritzburg, Westville , Durban, Hillcrest, Umhlanga an[...]

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

Job summary

A leading insurance company is seeking self-motivated individuals to provide financial advice and recommend plans to help customers achieve their goals. Responsibilities include procuring new business and expanding services with existing clients. The ideal candidate will have 18 months of financial industry experience, a valid Driver's License, and excellent communication skills. Competitive commission structure and numerous career benefits offered.

Benefits

75 - 100% share of commission

Weekly activity bonus of up to R2000

R20 000 training allowance for the first 3 months

Access to Medical Aid, Retirement, and Group life benefits

Annual bonus paid to qualifying advisers

Upmarket office space

Development and career progression opportunities

Qualifications

• 18 months' financial industry experience is required.
• Must possess a valid Driver's License.
• Criminal clear is necessary.

Responsibilities

• Responsible for the procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Skills

Communication

Entrepreneurial Thinking

Finance Industry

Sales

Technical Savvy

Education

Senior Certificate (Matric / Grade 12 / NQF 4)

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.

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

Career Benefits

• 75 - 100% share of commission when meeting certain targets
• Weekly activity bonus of up to R2000
• R20 000 in training allowances paid per month whilst in training for first 3 months
• Support with industry related qualifications
• Access to Medical Aid, Retirement and Group life benefits provided
• Annual bonus paid to qualifying advisers of up to R75k+
• Upmarket office space and facilities provided at no cost
• Full access to a range of specialist support staff
• Development and career progression
• Opportunity to benefit from existing flows (recurring income) should adviser move to Old Mutual as we have an independent subsidiary to allow advisors to broker note their clients with
• Opportunities to qualify for various incentives, namely periodic competition incentives, share awards, regional and overseas conventions
• We pay 100% of trail flows to the adviser’s estate/chosen beneficiary in the event the adviser passes away or become disabled

Qualification & Experience

• Senior Certificate (Matric / Grade 12/ NQF 4)
• 18 months' financial industry experience.
• Regulatory Examination/RE5
• Class of business/CPD points
• A valid Driver's License
• Have your own vehicle or access to a vehicle for work purpose
• Criminal clear

Personal Effectiveness

• Excellent negotiation skills
• Self- starter
• Ability to work independently
• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Skills

Communication, Entrepreneurial Thinking, Finance Industry, Sales, Technical Savvy

Competencies

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

Education

Closing Date

30 August 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!