Commissioned Financial Adviser

Old Mutual Limited; Knysna; On-site; ZAR 240,000 - 300,000; Full time

Job summary

Old Mutual Limited in Knysna is seeking a driven Commissioned Financial Adviser to identify financial needs, provide sound advice, and implement fit-for-purpose plans. You will mainly work from your own leads to acquire new business and grow existing relationships.

The role requires a matric or higher, RE5, and 2 years in financial services, plus a valid driver’s licence and access to a vehicle. A criminal clear and registration with the relevant bodies are essential.

Qualifications

• Senior Certificate/Grade 12 or NQF 4 equivalent required.
• Minimum 24 months' financial industry experience.
• RE5 regulatory exam required.
• Class of business/CPD points.
• Valid Driver's Licence required.
• Own vehicle or access to a vehicle 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-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Grade 12 / NQF 4

Job description

## Commissioned Financial AdviserApply: Knysna: Posted Today: JR-84662**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**29 November 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.***