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Commissioned Financial Adviser
Commissioned Financial AdviserOld Mutual • Mossel Bay, Western Cape, South Africa
Commissioned Financial Adviser

Commissioned Financial Adviser

Old Mutual • Mossel Bay, Western Cape, South Africa
30+ days ago
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

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 Drivers 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

16 October 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

Key Skills

Financial Services,Financial Models,Account Management,General Ledger Accounts,ERP,Payroll,External Auditors,Customer Relationships,Credit Card,Financial Statements,Business Units,Annual Budget,Income,New Clients,Financial Management

Employment Type : Commission

Experience : years

Vacancy : 1

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Financial Adviser • Mossel Bay, Western Cape, South Africa

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