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Commissioned Financial Adviser-Worcester

Commissioned Financial Adviser-Worcester

Old MutualWorcester, Western Cape, South Africa
26 days ago
Job description

Overview

Job title : Commissioned Financial Adviser-Worcester

Job Location : Western Cape, Worcester

Deadline : December 30, 2025

Summary : 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
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    Financial • Worcester, Western Cape, South Africa