Commissioned Financial Adviser (Pietermaritzburg/ Estcourt/ Howick)
On-sitePietermaritzburg, KwaZulu-Natal, South Africa or Howick, KwaZulu-Natal, South Africa
Job Summary
Commissioned Financial Adviser position in Pietermaritzburg, Estcourt, and Howick, South Africa for Old Mutual. The role champions customers to achieve lifetime financial goals by identifying financial needs, providing sound financial advice, and implementing fit-for-purpose financial plans and solutions. Responsibilities include procuring new business, expanding sales with existing customers, and working mainly on own leads. Key skills include Building Trust, Consultative Selling, Customer-Focused 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 include Action Oriented, Builds Networks, Collaborates, Communicates Effectively, Customer Focus, Drives Results, Ensures Accountability. Education: NQF Level 5 or equivalent. Closing date: 30 August 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. The Old Mutual Story! Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience with this role taking a frontline position in providing financial guidance to clients across Pietermaritzburg, Estcourt and Howick in South Africa, with adherence to company values and employment equity guidelines. Responsibilities include championing customers to achieve their lifetime financial goals by identifying their financial needs, providing sound financial advice, recommending and implementing fit-for-purpose financial plans and solutions. The role also covers procurement of new business and expanding sales of products and services with existing customers, working primarily on own leads. The candidate will engage with clients to understand their needs, build trusted relationships, and deliver service that aligns with Old Mutual’s standards. The position emphasizes consultative selling, customer-focused service, and effective communication to identify opportunities and close sales.
Required Qualifications
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
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