Commissioned Financial Adviser

Old Mutual South Africa; Khâi-Ma Local Municipality; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated and dynamic individuals with an entrepreneurial spirit to join one of Africa's leading insurance companies. The role focuses on identifying financial needs, providing sound advice, and implementing fit-for-purpose financial plans for clients.

You will be responsible for procuring new business, expanding sales to existing customers, and working primarily on your own leads, delivering superior service and building lasting relationships.

Qualifications

• Role involves procurement of new business.
• Expands sales of products and services with existing customers.
• Work mainly on own leads.

Responsibilities

• Procure new business and expand customer base.
• Provide consultative financial advice and tailor plans.
• Build and maintain strong customer relationships.

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 5 - Higher, Advance or Occupational Certificate or equivalent

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

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 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

30 August 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!