Commissioned Financial Adviser

Old Mutual Limited; Mossel Bay; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in Mossel Bay is seeking a commissioned financial adviser to champion customers' lifetime goals through identifying financial needs and recommending fit-for-purpose financial plans and solutions.

You will predominantly procure new business, expand sales with existing customers, and work mainly on your own leads. The role requires RE5, Matric (Grade 12), a valid driver's license and a criminal clear, with a customer‑focused, consultative selling approach.

Qualifications

• Senior Certificate (Matric/Grade 12/NQF 4) required.
• 24 months' financial industry experience.
• Regulatory Examination/RE5
• Valid Driver's Licence and own vehicle for work.
• Criminal clearances required.

Responsibilities

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

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Qualifying Prospects

Identifying Opportunities

Customer Service

Oral Communication

Probing Questions

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Grade 12 / Senior Certificate (NQF4)

RE5 Regulatory Examination

CPD/Industry Certification (as applicable)

Job description

## Commissioned Financial AdviserApply: Mossel Bay: Posted Today: JR-84036**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.***