Commissioned Financial Adviser-1

Old Mutual South Africa

Louis Trichardt

On-site

ZAR 300,000 - 480,000

Full time

14 days+
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Job summary

Old Mutual South Africa is seeking self-motivated individuals to champion customer financial needs by offering sound financial plans and solutions. The role focuses on procuring new business, expanding sales with existing clients, and working mainly on your own leads to build a robust client base.

Applicants should bring a dynamic entrepreneurial spirit, strong consultative selling skills, and the ability to understand customer needs to tailor financial advice and solutions effectively.

Qualifications

  • Self-motivated and dynamic individuals with entrepreneurial spirit.
  • Role involves identifying financial needs and providing sound financial advice.
  • Procurement of new business and expansion of sales with existing customers.
  • Work mainly on own leads.

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-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

Education

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

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.

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

29 September 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!

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