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Commissioned Financial Adviser

Old Mutual South Africa

Thohoyandou

On-site

ZAR 150,000 - 250,000

Full time

21 days ago

Job summary

Old Mutual South Africa seeks a self-motivated Financial Advisor to drive customer engagement and achieve their financial goals. The role requires building trust through effective consultative selling strategies and a solid understanding of financial products. With a commitment to customer service and a focus on results, you'll help clients find their ideal financial solutions in a dynamic environment. Qualifications include a minimum of NQF Level 5 certification.

Qualifications

  • NQF Level 5 or equivalent required.
  • Dynamic sales skills needed, especially in consultative selling.
  • Ability to build strong customer relationships essential.

Responsibilities

  • Procure new business and expand sales with existing customers.
  • Identify financial needs and provide sound financial advice.
  • Implement fit-for-purpose financial plans.

Skills

Building Trust
Consultative Selling
Customer-Focused
Customer Service
Identifying Sales Opportunities
Sales Data Management
Strategic Selling

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

3 days ago Be among the first 25 applicants

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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

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 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

20 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!

Seniority level
  • Seniority level
    Entry level
Employment type
  • Employment type
    Full-time
Job function
  • Job function
    Finance and Sales

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Financial Adviser AIFA (FAIS) Pipelining

Malamulele, Limpopo, South Africa 3 days ago

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