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Commissioned Financial Adviser

Commissioned Financial Adviser

Old MutualMossel Bay, Western Cape, South Africa
30+ days ago
Job description

Overview

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.

Responsibilities

  • 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

    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.

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    Financial Adviser • Mossel Bay, Western Cape, South Africa

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