Commissioned Financial Adviser

Old Mutual South Africa; Cape Town; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual South Africa in Cape Town seeks self-motivated sales professionals to champion our customers' lifetime goals by identifying financial needs and delivering fit-for-purpose plans.

You will focus on acquiring new business, expanding product sales with existing clients, and managing work primarily from your own leads. A Matric/Grade 12 with RE5, CPD, and a valid driver’s license is required, plus a reliable vehicle and clean criminal record.

Qualifications

• Senior Certificate (Matric / Grade 12/ NQF 4) is required.
• 2 years financial industry experience is preferred.
• RE5 regulatory examination is required.
• Class of business/CPD points are required.
• A valid Driver's License is required.
• Have your own vehicle or access to a vehicle for work purposes.
• Criminal clearance is required.

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

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Strategic Selling

Strengthening Customer Relationships

Education

Senior Certificate (Matric / Grade 12/ NQF 4)

NQF 4 / Grade 12 or equivalent

Regulatory Examination / RE5

Class of business / CPD points

Driver's License

Own vehicle or access to vehicle

Criminal clearance

Tools

Sales Software

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

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.

The Old Mutual Story!