Commissioned Financial Adviser (Umhlanga / Phoenix / Verulam / La Lucia)

Overview

Commissioned Financial Adviser (Umhlanga / Phoenix / Verulam / La Lucia) – Old Mutual South Africa. This role focuses on championing customers to achieve lifetime goals by identifying financial needs, providing sound financial advice, and recommending and implementing fit-for-purpose financial plans and solutions.

Responsibilities

• 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

Education

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

Closing Date

29 November 2025, 23 : 59

Seniority level

Employment type

Job function

Note : 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.

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