Commissioned Financial Adviser

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

Job summary

Old Mutual Limited in Port Elizabeth invites applications for a Commissioned Financial Adviser. You will champion customers' lifetime goals by identifying their financial needs, providing sound financial advice, and recommending fit-for-purpose plans and solutions.

Responsibilities include procuring new business, expanding sales with existing clients, and working mainly on your own leads. A self-motivated, entrepreneurial attitude will help you succeed in this leading South African insurer.

Qualifications

• Matric/Grade 12 or equivalent NQF 4.
• At least 24 months financial industry experience.
• RE5 Regulatory Examination completed.
• Valid Driver's Licence and own vehicle.
• Criminal clear.
• CPD points / class of business knowledge.
• Own lead sources or access to transport for work.

Responsibilities

• Procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Skills

Building Trust

Consultative Selling

Customer Focus

Sales Data Management

Oral Communications

Identifying Sales Opportunities

Qualifying Prospects

Direct Selling

Strategic Selling

Strengthening Customer Relationships

Education

Grade 12 / Matric / NQF 4

Tools

Sales Software

Job description

## Commissioned Financial AdviserApply: Port Elizabeth: Posted Today: JR-83987**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**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.***