Commissioned Financial Adviser

oldmutual; East London; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual is seeking self-motivated and dynamic individuals to champion customers’ lifetime financial goals by identifying needs and providing sound financial advice in East London.

The role focuses on procuring new business, expanding sales with current clients, and working primarily on own leads. Minimum matric, RE5, and 2 years in financial services are required, along with a valid driver’s license and access to a vehicle.

Qualifications

• Senior Certificate (Matric / Grade 12 / NQF 4) mandatory.
• At least 24 months in the financial industry.
• REGulatory Examinations such as RE5 completed.
• Class of business/CPD points requirement stated.
• A valid driver's license is required.
• Own vehicle or access to one for work.

Responsibilities

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

Skills

Consultative selling

Customer focused

Direct selling

Sales data management

Strategic selling

Building networks

Probing questions

Qualifying prospects

Education

Grade 12 / NQF 4

National Certificate or equivalent

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

• 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!