Commissioned Financial Adviser: Build Lifelong Plans

Old Mutual South Africa; Komani; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to champion our customers’ financial goals by identifying needs, providing sound financial advice, and recommending fit-for-purpose plans. The role focuses on procuring new business, expanding sales with existing customers, and leveraging personal leads.

Candidate should possess a Matric, RE5, CPD points, a valid driver’s license, and access to a vehicle. Criminal clearance is required, with a closing date of 19 October 2026.

Qualifications

• Senior Certificate (Matric / Grade 12/ NQF 4)
• 24 months' financial industry experience.
• Regulatory Examination/RE5
• Class of business/CPD points
• A valid Driver's License
• Have your own vehicle or access to a vehicle for work purpose
• Criminal clear

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 communication

Probing questions

Qualifying prospects

Sales data management

Sales software

Strategic selling

Strengthening customer relationships

Education

NQF Level 4

Job description

Old Mutual South Africa is seeking self-motivated individuals to champion our customers’ financial goals by identifying needs, providing sound financial advice, and recommending fit-for-purpose plans. The role focuses on procuring new business, expanding sales with existing customers, and leveraging personal leads.

Candidate should possess a Matric, RE5, CPD points, a valid driver’s license, and access to a vehicle. Criminal clearance is required, with a closing date of 19 October 2026.