Commissioned Financial Adviser

Old Mutual; Worcester; On-site; GBP 25,000 - 40,000; Full time

Job summary

A leading insurance company is seeking dynamic individuals to pursue financial advisory roles. Successful candidates will help customers achieve lifetime goals by identifying financial needs and offering tailored advice. Ideal applicants will have a passion for sales, relevant experience, and strong communication skills.

Qualifications

• 24 months' experience in the financial industry required.
• Must possess a valid Driver's License and access to a vehicle.
• Must clear criminal record check.

Responsibilities

• Procurement of new business.
• Expand sales with existing customers by working on own leads.

Skills

Building Trust

Consultative Selling

Customer-Focused

Oral Communications

Identifying Sales Opportunities

Education

Senior Certificate (Matric / Grade 12/ NQF 4)

NQF Level 4 - Grade 12 or equivalent

Job description

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 involves championing our valued customers to achieve their lifetime goals by identifying financial needs, providing sound financial advice, and recommending and implementing "fit for purpose" financial plans and solutions.

Responsibilities include:

1. Procurement of new business
2. Expanding sales of products and services with existing customers
3. Working 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
• Own vehicle or access to a vehicle for work purposes
• 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: 17 July 2025, 23:59