Commissioned Financial Adviser

Old Mutual Limited; Komani; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Old Mutual Limited invites applications for a Commissioned Financial Adviser position in Queenstown. The role focuses on identifying client needs, providing sound financial advice, and implementing fit-for-purpose plans.

The successful candidate should be entrepreneurial and self-motivated, with RE5 and a valid driver's license. You will build trust with clients, leverage personal leads, and collaborate with teams to deliver financial solutions that align with lifetime goals.

Qualifications

• Matric/Grade 12 or equivalent.
• 24 months' financial industry experience.
• Regulatory Examination/RE5 completed.
• A valid Driver's License and access to a vehicle for work.
• Criminal clearance required.

Responsibilities

• Responsible for procuring new business to grow the client base.
• Expand sales of products and services with existing customers.
• Work mainly on own leads and prospects to generate opportunities.

Skills

Building Trust

Consultative Selling

Customer Focus

Customer Service

Direct Selling

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data

Sales Software

Strategic Selling

Relationship Building

Education

Matric / Grade 12

Job description

## Commissioned Financial AdviserApply: Queenstown: Posted Today: JR-84039**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.********The Old Mutual Story!*****0:00 / 2:28### WHY PFA IS THE BEST**FIND FINANCIAL FREEDOM WITH PERSONAL FINANCIAL ADVICE**Personal Financial Advice (PFA) is the biggest distribution channel in Old Mutual and has more than 2 500 advisers that span the length and breadth of South Africa.PFA not only facilitates a bolder financial future, but empowers you and your practice with the tools and confidence to provide exceptional advice and quality service to your customers.**TAKE YOUR CAREER TO NEW HEIGHTS**Our advisers define their own destinies, forging an entirely unique, exciting career path along the way. Whether you’re a recent graduate on your way up, or an established financial adviser looking for a new challenge to give you that competitive edge, we’ll meet you where you are now, then equip you with the world-class tools and support you need to take your career to unparalleled new heights.As part of our PFA family, you’ll have the opportunity to build from an unmatched foundation of established, multinational, and diverse financial services, which puts our people at the heart of everything we do.### Please scan the QR code for more...**#AdvisersWhoDoGreatThingsEveryDay**