Commissioned Financial Adviser

Old Mutual; Butterworth; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Old Mutual, a leading insurance company in Africa, seeks self-motivated and dynamic individuals for a financial advisory role. Join a team that champions customers to accomplish their lifetime goals through personalized financial planning. Successful candidates will contribute by expanding sales strategies and ensuring customer satisfaction. Strong consultative selling skills and an NQF Level 5 qualification are essential.

Qualifications

• Strong skills in consultative selling and building customer trust.
• Experience in customer service and identifying sales opportunities.
• Effective communication and strategic selling capabilities.

Responsibilities

• Champion customers in achieving their financial goals.
• Procure new business and expand sales with existing customers.
• Work mainly on own leads.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Identifying Sales Opportunities

Oral Communications

Sales Data Management

Strategic Selling

Education

NQF Level 5 - Higher, Advance or Occupational Certificate 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 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

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 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

29 June 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!