Commissioned Financial Adviser-1

Old Mutual Limited

Polokwane

On-site

ZAR 180,000 - 320,000

Full time

6 days ago
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Job summary

Old Mutual Limited in Polokwane, South Africa seeks a motivated Financial Adviser to identify client financial needs and provide tailored plans and solutions. You will be responsible for securing new business, expanding sales with existing clients, and primarily working on your own leads to grow a robust client base.

The ideal candidate will bring entrepreneurial drive, strong consultative selling skills, and a customer-focused approach to help clients achieve their lifetime financial goals.

Qualifications

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

Responsibilities

  • Procurement of new business.
  • Expand sales of products and services with existing customers.
  • Work mainly on own leads.

Education

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

Job description

## Commissioned Financial Adviser-1Apply: Polokwane: Posted Today: JR-85025**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 November 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.***
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