Commissioned Financial Adviser

Old Mutual; Ermelo; On-site; ZAR 250,000 - 450,000; Full time

Job summary

Join Old Mutual, a leading insurance company, as a financial advisor. You'll be responsible for identifying customers' financial needs and providing tailored financial solutions. This dynamic role requires a passion for entrepreneurship and strong consultative selling skills to help clients achieve their financial goals.

Qualifications

• NQF Level 5 education required.
• Self-motivated and entrepreneurial spirit an asset.

Responsibilities

• Procure new business and expand sales with existing customers.
• Provide sound financial advice and implement financial plans.

Skills

Building Trust

Consultative Selling

Customer Focused

Customer Service

Identifying Sales Opportunities

Oral Communications

Sales Data Management

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

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

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 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

22 June 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!