Commissioned Financial Adviser

Old Mutual South Africa; Mossel Bay; Presencial; ZAR 180 000 - 280 000; Tempo integral

Resumo da oferta

Old Mutual South Africa is seeking self-motivated, dynamic individuals to champion customers' financial goals by identifying needs and offering fit-for-purpose plans and solutions. You will procure new business, expand sales with existing customers, and primarily work on your own leads to drive growth.

The role requires Matric/NQF4, RE5, CPD points, a valid driver’s license, and access to a vehicle. Criminal clearance is required for employment.

Qualificações

• 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

Responsabilidades

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

Conhecimentos

Sales skills

Customer focus

Consultative selling

Probing questions

Qualifying prospects

Relationship building

Formação académica

Senior Certificate / Grade 12

RE5 regulatory exam

Class of business / CPD points

Valid driver's license

Own vehicle or access to one

Criminal clear

Descrição da oferta de emprego

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

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!