Commissioned Financial Adviser (Klerksdorp / Potchefstroom)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Klerksdorp; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated sales professionals to champion our customers’ financial goals. You will identify needs, provide sound financial advice, and implement fit-for-purpose plans and solutions.

Responsibilities include procuring new business, expanding product sales, and working mainly on your own leads to drive results. A strong consultative selling approach and customer focus are essential.

Qualifications

• NQF Level 5 or higher is required.
• Strong client-facing and consultative selling skills.
• Experience in financial services or insurance sales is advantageous.

Responsibilities

• Procure new business and expand sales with existing customers.
• Work primarily on own leads to generate opportunities.
• Identify financial needs and provide sound financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Direct Selling

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.

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

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 (Required)

Closing Date

29 November 2026 , 23:59

Appointment

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!

The Old Mutual Story!