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Boardroom Appointments
Financial Adviser: Build Wealth & Plan Stronger Futures
Old Mutual
Commissioned Financial Adviser (Pietermaritzburg/ Greytown/ Howick)
Job summary
A leading insurance company is seeking self-motivated individuals to champion our customers' financial goals. Responsibilities include procuring new business, expanding sales with existing clients, and working on own leads. Ideal candidates should have a passion for consultative sales and financial planning, alongside a relevant qualification (NQF Level 5). The position is based in Greytown, KwaZulu-Natal.
Qualifications
- Self-motivated and dynamic individuals with a passionate entrepreneurial spirit.
- Ability to identify customers' financial needs and provide sound financial advice.
Responsibilities
- Responsible for the procurement of new business.
- Expand sales of products and services with existing customers.
- Work mainly on own leads.
Skills
Education
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
- 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
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
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!
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.