Commissioned Financial Adviser

Old Mutual South Africa; Malmesbury; Sur place; ZAR 350 000 - 550 000; Plein temps

Résumé du poste

Old Mutual South Africa is seeking self-motivated individuals to champion customers, assess financial needs, and craft fit-for-purpose financial plans. The role focuses on acquiring new business and expanding sales with existing clients while primarily working on personal leads.

Candidates should have a Matric, 24 months' financial industry experience, RE5, CPD points, a valid licence, and a driver’s vehicle. Closing date applies; designations are aligned with company requirements.

Qualifications

• Senior Certificate (Matric / Grade 12 / NQF 4) or equivalent.
• Minimum 24 months' financial industry experience.
• Regulatory Examination/RE5 completed.
• Class of business/CPD points maintained.
• A valid Driver's Licence and own vehicle or access to one for work.
• Criminal clearance required.

Responsabilités

• Procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Connaissances

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Formation

NQF Level 4 / Grade 12

Description du poste

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 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!