Commissioned Financial Adviser

Old Mutual; Cape Town; On-site; ZAR 250,000 - 400,000; Full time

Job summary

Old Mutual is seeking a self-motivated and dynamic individual for the role of Commissioned Financial Adviser in Cape Town. The candidate will champion customers to achieve their financial goals by providing sound advice and implementing tailored financial plans. Responsibilities include procuring new business and expanding sales with existing customers. A successful candidate must have a Grade 12 certificate, relevant financial experience, and strong consultative sales skills.

Qualifications

• Senior Certificate (Matric / Grade 12 / NQF 4) required.
• 24 months' financial industry experience necessary.
• Regulatory Examination/RE5 certification required.
• A valid Driver's License mandatory.
• Must have access to a vehicle for work purposes.

Responsibilities

• 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

Direct Selling

Identifying Sales Opportunities

Oral Communications

Sales Software

Education

NQF Level 4 - Grade 12

Job description

Commissioned Financial Adviser page is loaded

Commissioned Financial Adviser

Apply locations Cape Town posted on Posted Yesterday job requisition id JR-67982

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

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

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

17 July 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!