Commissioned Financial Adviser

Old Mutual; Paarl; On-site; ZAR 200,000 - 300,000; Full time

Job summary

Old Mutual, a leading insurance company, is seeking self-motivated individuals for the role of Commissioned Financial Adviser in Paarl. Responsibilities include driving sales growth and providing tailored financial solutions to customers. Ideal candidates should have a Matric certificate, relevant industry experience, and strong interpersonal skills. This position offers a chance to excel in a dynamic environment while achieving clients' financial goals.

Qualifications

• Minimum 24 months' financial industry experience.
• A valid Driver's License is required.
• Must have own vehicle or access to one for work.

Responsibilities

• Responsible for procuring new business and expanding sales with existing customers.
• Provide sound financial advice and implement financial plans.
• Work mainly on own leads.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Identifying Sales Opportunities

Oral Communications

Strategic Selling

Education

Senior Certificate (Matric / Grade 12 / NQF 4)

Regulatory Examination/RE5

Class of business/CPD points

Job description

Commissioned Financial Adviser page is loaded

Commissioned Financial Adviser

Apply locations Paarl posted on Posted Yesterday job requisition id JR-67986

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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

17 July 2025 , 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!