Commissioned Financial Adviser

Old Mutual; Louis Trichardt; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Old Mutual seeks dynamic individuals for positions in financial advising aimed at helping customers achieve their lifetime goals. Responsibilities include acquiring new business, expanding existing sales, and providing tailored financial solutions. Ideal candidates possess an entrepreneurial spirit and NQF Level 5 qualifications.

Qualifications

• Self-motivated individuals with entrepreneurial spirit.
• NQF Level 5 in relevant fields.
• Experience in insurance or financial advising is a plus.

Responsibilities

• Procurement of new business and expanding sales with existing customers.
• Work mainly on own leads.
• Provide financial advice and implement tailored financial plans.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Sales Data Management

Strategic Selling

Education

NQF Level 5 - Higher, Advance or Occupational Certificate

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

20 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.

The Old Mutual Story!