Commissioned Financial Adviser

Old Mutual; Hermanus; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Old Mutual seeks a self-motivated Commissioned Financial Adviser in Hermanus to champion client goals through sound financial advice. This role requires strong sales skills and a solid background in finance, focusing on new business procurement and existing client expansion.

Qualifications

• Senior Certificate (Matric / Grade 12 / NQF 4).
• At least 24 months' experience in the financial industry.
• Regulatory Examination/RE5 required.
• Valid Driver's License and own transport.

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-Focused

Direct Selling

Sales Data Management

Strategic Selling

Education

NQF Level 4 - Grade 12

Job description

Commissioned Financial Adviser page is loaded

Commissioned Financial Adviser

Apply locations Hermanus | Posted 7 Days Ago | Job Requisition ID: JR-68030

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 appropriate financial plans and solutions.

Responsibilities:

• 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)
• At least 24 months' experience in the financial industry
• Regulatory Examination/RE5
• Class of business / CPD points
• Valid Driver's License
• Own vehicle or access to a vehicle for work purposes
• Criminal clearance

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.

Join the Old Mutual Story!

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