Commissioned Financial Adviser

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

Job summary

A leading insurance company in Upington seeks self-motivated and dynamic individuals to join their team. The role focuses on championing customers by meeting their financial needs, providing sound advice, and expanding business opportunities. Candidates are expected to have NQF Level 5 qualifications and skills in consultative selling and customer service. The company offers a platform for driven individuals to thrive in the financial services sector.

Qualifications

• Self-motivated and dynamic individuals with a passionate entrepreneurial spirit.
• Experience in financial advising and customer relationship management.

Responsibilities

• 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

Identifying Sales Opportunities

Education

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

Job description

Overview

Lets 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.

Responsibilities

• 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

30 December 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!