Commissioned Financial Adviser ( Somerset West )

Old Mutual; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company in Cape Town is seeking self-motivated individuals with a passionate entrepreneurial spirit to join their team. The role involves championing customers' financial goals by providing sound financial advice and developing tailored financial plans. Candidates should have a Senior Certificate and 24 months of financial industry experience. The position also requires a valid driver's license and the ability to procure new business.

Qualifications

• 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

• 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

Education

Senior Certificate (Matric / Grade 12/ NQF 4)

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Job description

Overview

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.

Responsibilities

• Responsible for the procurement of new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Qualifications and Experience

• 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

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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

16 October 2025, 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!