Commissioned Financial Adviser

Old Mutual Limited; East London; In loco; ZAR 240.000 - 360.000; Tempo pieno

Descrizione del lavoro

Old Mutual Limited in East London seeks a Commissioned Financial Adviser to identify financial needs, provide sound advice and implement tailored plans. The role emphasizes procuring new business and expanding sales with existing clients, primarily working from own leads.

A drivers license, RE5, and a clear criminal record are required, with a strong entrepreneurial drive expected. The successful candidate will engage customers to understand lifetime goals, build trust, and deliver solutions

Competenze

• Matric/Grade 12 with NQF 4 or equivalent.
• 2+ years in financial services or insurance preferred.
• RE5 Regulatory Examination.
• Valid driver’s license and own vehicle for work.
• Criminal clear required.

Mansioni

• Procure new business and expand sales with existing customers.
• Work mainly on own leads to identify and close opportunities.
• Deliver sound financial advice and implement fit-for-purpose plans.

Conoscenze

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Identifying Opportunities

Oral Communications

Qualifying Prospects

Sales Data Management

Sales Software

Relationship Building

Formazione

NQF Level 4

Grade 12 / School Leaving Certificate

National/Occupational Certificate

Descrizione del lavoro

Commissioned Financial AdviserOur website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### Commissioned Financial AdviserApply: East London: Posted Today: JR-84670**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**29 November 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.***