Commissioned Financial Adviser

oldmutual; Malmesbury; Vor Ort; ZAR 300.000 - 550.000; Vollzeit

Zusammenfassung

Old Mutual South Africa is looking for self-motivated individuals to champion client financial needs, provide advice, and implement fit-for-purpose financial plans and solutions. You will identify opportunities, build trust, and service clients with a consultative selling approach.

The role focuses on acquiring new business, expanding sales to existing customers, and working primarily on your own leads. Essential qualifications include Matric/NQF4, RE5, CPD points, a valid driver's license and a

Qualifikationen

• Senior Certificate / Matric or equivalent (NQF 4) required.
• 2+ years in financial services or relevant industry experience.
• Regulatory Examination/RE5 completed or in progress.
• Class of business/CPD points required.
• A valid Driver's Licence and access to a vehicle.
• Criminal record clear.

Aufgaben

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

Kenntnisse

Consultative Selling

Customer Focus

Oral Communications

Identifying Sales Opportunities

Sales Data Management

Strategic Selling

Building Trust

Customer Service

Probing Questions

Qualifying Prospects

Direct Selling

Ausbildung

NQF Level 4 - Grade 12

RE5 Regulatory Examination

CPD Points (Class of Business)

Driver's License

Own vehicle or access to vehicle

Criminal Clear

Tools

Sales Software

Jobbeschreibung

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!