Commission-Based Financial Advisor: Grow New Business

Old Mutual Limited; Mossel Bay; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in Mossel Bay is seeking a commissioned financial adviser to champion customers' lifetime goals through identifying financial needs and recommending fit-for-purpose financial plans and solutions.

You will predominantly procure new business, expand sales with existing customers, and work mainly on your own leads. The role requires RE5, Matric (Grade 12), a valid driver's license and a criminal clear, with a customer‑focused, consultative selling approach.

Qualifications

• Senior Certificate (Matric/Grade 12/NQF 4) required.
• 24 months' financial industry experience.
• Regulatory Examination/RE5
• Valid Driver's Licence and own vehicle for work.
• Criminal clearances required.

Responsibilities

• Procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Qualifying Prospects

Identifying Opportunities

Customer Service

Oral Communication

Probing Questions

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Grade 12 / Senior Certificate (NQF4)

RE5 Regulatory Examination

CPD/Industry Certification (as applicable)

Job description

Old Mutual Limited in Mossel Bay is seeking a commissioned financial adviser to champion customers' lifetime goals through identifying financial needs and recommending fit-for-purpose financial plans and solutions.

You will predominantly procure new business, expand sales with existing customers, and work mainly on your own leads. The role requires RE5, Matric (Grade 12), a valid driver's license and a criminal clear, with a customer‑focused, consultative selling approach.