Commissioned Financial Adviser

Old Mutual Limited; Cape Town; On-site; ZAR 350,000 - 480,000; Full time

Job summary

Old Mutual Limited in Cape Town seeks a Commissioned Financial Adviser to identify financial needs, provide sound advice, and implement fit-for-purpose plans. You will focus on new business while expanding opportunities with current clients and working primarily from your own leads.

The role requires Matric, RE5, 24 months in financial services, a valid driver’s license, and a clear criminal record. Own vehicle or access to a vehicle is preferred for field work.

Qualifications

• 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

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-Focused

Customer Service

Identifying Sales Opportunities

Direct Selling

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Matric / Grade 12 / NQF 4

RE5 Regulatory Examination

Driver's License

Tools

Sales Software

Job description

## Commissioned Financial AdviserApply: Cape Town: Posted Today: JR-84005**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 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**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.***