Commissioned Financial Adviser

oldmutual; Cape Town; On-site; ZAR 260,000 - 360,000; Full time

Job summary

Old Mutual South Africa seeks self-motivated individuals to champion customers’ financial needs, provide sound financial advice, and implement fit-for-purpose plans. You will drive new business and expand sales with existing clients, primarily on your own leads, while meeting RE5 and compliance requirements.

Applicants should have a Senior Certificate, at least 24 months in the financial industry, a valid driver’s license, access to a vehicle, and be criminally clear.

Qualifications

• Matric/Grade 12 or equivalent required.
• Regulatory Examination/RE5 preferred or required.
• Class of business/CPD points may be applicable.

Responsibilities

• Responsible for the procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Skills

Trust building

Consultative selling

Customer focus

Sales prospecting

Communication skills

Education

NQF Level 4 (Grade 12)

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

• 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

Competencies

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

19 October 2026 , 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!