Commissioned Financial Adviser

Old Mutual; George; On-site; ZAR 200,000 - 400,000; Full time

Job summary

A leading insurance company, Old Mutual, is seeking self-motivated individuals to advise clients on financial planning. The role includes generating business, expanding client relationships, and providing tailored financial solutions. Ideal candidates will have relevant experience in the financial sector and strong sales skills.

Qualifications

• 24 months' financial industry experience required.
• Must pass Regulatory Examination (RE5).
• Valid Driver's License and access to a vehicle necessary.

Responsibilities

• Responsible for procuring new business and expanding sales.
• Provide financial advice and recommendations to customers.
• Work primarily 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

Education

Senior Certificate (Matric / Grade 12)

NQF Level 4

National 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 with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing "fit for purpose" financial plans and solutions.

1. Responsible for the procurement of new business
2. Expand sales of products and services with existing customers
3. 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 purposes
• 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: 17 July 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!