Commissioned Financial Adviser
Old MutualHermanus, Western Cape, South Africa30+ days ago
Job descriptionSenior 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 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 Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Drives Results Ensures Accountability
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
Skills
Competencies
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!
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