Commissioned Financial Adviser – Shape Clients’ Financial Futures

Old Mutual Limited; Mossel Bay; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual Limited in Mossel Bay is seeking a Commissioned Financial Adviser to champion clients' lifetime goals by identifying needs and recommending fit-for-purpose financial plans. You will work from your own leads to secure new business and grow existing relationships, contributing to the company's position as a leading African insurer.

The role requires entrepreneurial drive, a valid driver's license, and regulatory qualifications, with opportunities to advance within a trusted,

Qualifications

• Senior Certificate (Matric / Grade 12) and RE5 regulatory exam is required.
• Minimum 24 months financial industry experience with a valid driver's license and access to a vehicle.
• Criminal clearances required.

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

Identifying Sales Opportunities

Qualifying Prospects

Oral Communications

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Matric / Grade 12

RE5 Regulatory Exam

NQF 4 / Equivalent

Tools

Salesforce

MS Excel

Job description

Old Mutual Limited in Mossel Bay is seeking a Commissioned Financial Adviser to champion clients' lifetime goals by identifying needs and recommending fit-for-purpose financial plans. You will work from your own leads to secure new business and grow existing relationships, contributing to the company's position as a leading African insurer.

The role requires entrepreneurial drive, a valid driver's license, and regulatory qualifications, with opportunities to advance within a trusted,