Commissioned Financial Adviser

Old Mutual South Africa; Gqeberha; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company in South Africa is seeking self-motivated individuals for a sales role. The position involves identifying financial needs, providing financial advice, and implementing tailored financial solutions. The ideal candidate will have a Senior Certificate, at least 24 months in the financial sector, and a valid Driver's License for work. Responsibilities include generating new business and supporting existing clients. Join a dynamic team dedicated to helping clients achieve their financial goals.

Qualifications

• Minimum of 24 months' financial industry experience.
• Valid Driver's License and access to a vehicle for work.
• Criminal record clearance.

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

Customer Service

Consultative Selling

Sales Data Management

Oral Communications

Education

Senior Certificate (Matric / Grade 12/ NQF 4)

NQF Level 4

Job description

Overview

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.

Responsibilities

• 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

22 January 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.