Commissioned Financial Adviser ( Somerset West )

Old Mutual South Africa; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa invites driven professionals to join a leading insurance firm in Africa. You will champion our customers’ needs by identifying financial goals and offering suitable financial plans and solutions.

You will build trust, conduct consultative selling, and expand sales with existing clients, while primarily working on your own leads to grow a diversified portfolio.

Qualifications

• Must have Senior Certificate (Matric / Grade 12 / NQF 4).
• At least 24 months in the financial industry is required.
• RE5 regulatory examination.
• Class of business/CPD points where applicable.
• Valid driver's license and access to a vehicle for work.
• Criminal clearance is required.

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 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

Regulatory Examination/RE5

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

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

20 September 2026 , 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!