drjobs PFA Established Financial Advisor (Pietermaritzburg, Westville , Durban, Hillcrest, Umhlanga and Richards Bay)

PFA Established Financial Advisor (Pietermaritzburg, Westville , Durban, Hillcrest, Umhlanga and Richards Bay)

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1 Vacancy
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Job Location drjobs

Durban - South Africa

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Lets Write Africas 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 Africas 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 advisers 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 Drivers 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!


Required Experience:

Unclear Seniority

Employment Type

Full-Time

Company Industry

About Company

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