Commissioned Financial Adviser

Old Mutual South Africa; Paarl; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated and dynamic individuals to champion our customers' financial goals by identifying needs, offering sound financial advice, and implementing fit-for-purpose plans. The role focuses on procuring new business, expanding sales with existing customers, and working primarily on personal leads.

Qualifications include Grade 12/NQF 4, RE5, CPD points, and a valid driver’s license with access to a vehicle. A criminal clear is required for appointment.

Qualifications

• Senior Certificate (Matric) or NQF 4.
• 24 months' financial industry experience.
• RE5 regulatory examination.
• CPD points required.
• Valid driver’s license and access to a vehicle.
• Criminal clear.

Responsibilities

• Procurement of new business; expand sales of products and services to existing customers.
• Work mainly on own leads.
• Identify sales opportunities and close deals with customers.

Skills

Consultative selling

Customer service

Sales data

Relationship building

Education

Senior Certificate / Grade 12 / NQF 4

RE5 regulatory exam

CPD points

Driver's license

Job description

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!