Commissioned Financial Adviser

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

Job summary

Old Mutual Limited in Malmesbury, Western Cape, is seeking a Commissioned Financial Adviser to champion customers’ lifetime goals by identifying their financial needs and recommending fit-for-purpose plans and solutions. The role focuses on prospecting, building trusted relationships, and expanding sales with existing clients, primarily from self-generated leads.

Applicants should possess Matric, RE5, a valid driver's license, and 2 years' financial industry experience; travel and own vehicle

Qualifications

• Matric/Grade 12 or NQF 4 equivalent required.
• Minimum 24 months' financial industry experience.
• Regulatory Examination/RE5.
• Class of business/CPD points as applicable.
• Valid Driver's License and own vehicle or access to one.
• Criminal clear.

Responsibilities

• 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

Education

Senior Certificate (Matric / Grade 12/ NQF 4)

Job description

## Commissioned Financial AdviserApply: Malmesbury: Posted Today: JR-84655**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.***