Commissioned Financial Adviser

oldmutual; Hermanus; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa in Hermanus is seeking self-motivated individuals to champion customers' financial goals, advising and implementing suitable plans. You will procure new business, grow sales with existing clients, and work mainly on your own leads to build a strong client base.

Required: Senior Certificate, 24 months' financial industry experience, RE5, CPD points, a valid driver’s license with access to a vehicle, and clean criminal record.

Qualifications

• Must be able to identify customer needs and match to financial products.
• Strong sales orientation with proven ability to close deals.
• Excellent communication and relationship-building skills.

Responsibilities

• Responsible for the procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Skills

Sales skills

Customer focus

Consultative selling

Oral communications

Probing questions

Education

Senior Certificate / Grade 12

NQF 4

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

• 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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures 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.

The Old Mutual Story!