Commissioned Financial Adviser-1

Old Mutual South Africa

Polokwane

On-site

ZAR 240,000 - 360,000

Full time

34 hours ago
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Job summary

Old Mutual South Africa seeks self-motivated individuals to champion our customers' financial goals by identifying needs, providing sound financial advice, and recommending fit-for-purpose plans and solutions.

Role focuses on acquiring new business, expanding sales with existing clients, and primarily working on personal leads to drive growth across markets.

Qualifications

  • Proven ability to identify client needs and provide appropriate financial advice.
  • Experience in selling financial products and services.
  • Strong communication and relationship-building skills.
  • Ability to work primarily 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
Direct Selling
Sales Opportunity Identification
Oral Communications
Probing Questions
Qualifying Prospects
Sales Data Management

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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