Commissioned Financial Adviser

Old Mutual; Malmesbury; On-site; GBP 30,000 - 50,000; Full time

Job summary

Old Mutual is seeking a self-motivated financial adviser in Malmesbury to champion customers, identify needs and design fit-for-purpose plans. You will be responsible for procuring new business and expanding sales with existing clients, primarily working on your own leads.

Requirements include a Senior Certificate, 24 months' financial industry experience, RE5, CPD points, a valid driver's license and access to a vehicle. Closing date: 29 November 2026.

Qualifications

• Senior Certificate (Matric / Grade 12/ NQF 4).
• 24 months' financial industry experience.
• Regulatory Examination/RE5.
• Class of business/CPD points.
• A valid Driver's Licence.
• Have your own vehicle or access to a vehicle for work purpose.
• Criminal clear.

Responsibilities

• Champion our valued customers to identify their financial needs and provide sound financial advice.
• Procurement of new business and expansion of sales with existing customers.
• Work mainly on own leads.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

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

Education

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

Job description

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

Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

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

Closing Date

29 November 2026 , 23:59

Commissioned Financial Adviser Malmesbury