Commissioned Financial Adviser

Old Mutual South AfricaCape Town, Western Cape, South Africa

30+ days ago

Job description

Join to apply for the Commissioned Financial Adviser role at Old Mutual South Africa

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Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Let's Write Africa's 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 Africa's 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

Qualifications and Experience :

Senior Certificate (Matric / Grade 12 / NQF 4)

24 months' financial industry experience.

Regulatory Examination / RE5

Class of business / CPD points

A valid Driver's License

Have your own vehicle or access to a vehicle for work purpose

Criminal clear

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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

17 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!

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

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