Commissioned Financial Adviser

Old Mutual Limited; Mossel Bay; Presencial; ZAR 180.000 - 320.000; Jornada completa

Descripción de la vacante

Old Mutual Limited in Mossel Bay is seeking a Commissioned Financial Adviser to champion clients' lifetime goals by identifying needs and recommending fit-for-purpose financial plans. You will work from your own leads to secure new business and grow existing relationships, contributing to the company's position as a leading African insurer.

The role requires entrepreneurial drive, a valid driver's license, and regulatory qualifications, with opportunities to advance within a trusted,

Formación

• Senior Certificate (Matric / Grade 12) and RE5 regulatory exam is required.
• Minimum 24 months financial industry experience with a valid driver's license and access to a vehicle.
• Criminal clearances required.

Responsabilidades

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

Conocimientos

Building Trust

Consultative Selling

Customer Focus

Customer Service

Identifying Sales Opportunities

Qualifying Prospects

Oral Communications

Sales Software

Strategic Selling

Strengthening Customer Relationships

Educación

Matric / Grade 12

RE5 Regulatory Exam

NQF 4 / Equivalent

Herramientas

Salesforce

MS Excel

Descripción del empleo

Commissioned Financial AdviserOur website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### Commissioned Financial AdviserApply: Mossel Bay: Posted Today: JR-84661**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.***