South Africa

Commissioned Financial Adviser (Morningside Durban)

Commissioned Financial Adviser (Morningside Durban)
Description
Old Mutual is committed to fostering African opportunity and diverse talent.

Role Overview The role is to champion our customers to achieve their lifetime goals by identifying financial needs, providing sound advice, 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

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 29 June 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.

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Highlights
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