Commissioned Financial Adviser (Mthatha and Surrounds)

Old Mutual South Africa; Mthatha; On-site; ZAR 250,000 - 450,000; Full time

Job summary

Old Mutual South Africa seeks self-motivated and dynamic individuals to join one of Africa's leading insurance companies in the Eastern Cape. The role champions customers’ financial goals by identifying needs, recommending and implementing fit-for-purpose financial plans.

Key duties include securing new business, expanding product sales with existing customers, and working primarily on your own leads. A strong sales mindset and customer focus are essential for success.

Qualifications

• Built for client-facing roles focusing on identifying needs and proposing suitable financial plans.
• Experience in sales process, from lead generation to closing.
• Industry knowledge of financial planning and insurance products is beneficial.

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 Focus

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

Tools

Sales Software

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
30 March 2027 , 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!