Commissioned Financial Adviser

Old Mutual Limited; Gqeberha; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual Limited is looking for self-motivated and dynamic individuals to join Africa's leading insurance company. The role champions 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

• Senior Certificate (Matric / Grade 12/ NQF 4) with 24 months' financial industry experience.
• Regulatory Examination/RE5 Class of business/CPD points.
• A valid Driver's License and access to a vehicle for work.
• Criminal clear.

Responsibilities

• Responsible for procuring new business and expanding sales with existing customers.
• Work mainly on own leads to grow portfolio.

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

NQF Level 4 - Grade 12

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.

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 20 September 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!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries.

The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.

We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.