Strategic Financial Planning Expert

4 days ago


Port Elizabeth, Eastern Cape, South Africa Old Mutual South Africa Full time

About Us:

Old Mutual South Africa is a leading insurance company that believes in the African opportunity. Our diverse talent reflects this, and we're committed to empowering our customers to achieve their lifetime goals.

We're seeking self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join our team. As a Commissioned Financial Advisor, you'll be responsible for championing our valued customers by identifying their financial needs, providing sound financial advice, and recommending tailored financial plans and solutions.

The role involves working mainly on own leads, expanding sales of products and services with existing customers, and procuring new business. Your skills will be instrumental in driving results, ensuring accountability, and collaborating effectively with stakeholders.

Key Responsibilities:

  1. Procure new business opportunities
  2. Expand sales of products and services with existing customers
  3. Work independently on leads

Essential Skills and Competencies:

  • Action-oriented approach
  • Balancing stakeholder expectations
  • Building and maintaining networks
  • Effective collaboration and communication
  • Customer-centric focus
  • Results-driven mindset
  • Accountability and transparency


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