Commissioned Financial Adviser ( Somerset West )

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

Job summary

Old Mutual seeks self-motivated and dynamic individuals for the role of Commissioned Financial Adviser in Cape Town. This role involves providing personalized financial advice, identifying clients' financial needs, and implementing tailored solutions. The successful candidate will build relationships, drive sales, and have the discretion to manage their business effectively. A supportive structure with comprehensive tools will be provided to help you achieve personal and client financial goals.

Qualifications

• 24 months' experience in the financial industry required.
• Regulatory Examination/RE5 completion mandatory.
• Valid Driver's License and access to a vehicle needed.

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

Identifying Sales Opportunities

Oral Communications

Sales Data Management

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4 - Grade 12

Senior Certificate (Matric)

Job description

Commissioned Financial Adviser ( Somerset West ) page is loaded

Commissioned Financial Adviser ( Somerset West )

Apply locations Cape Town posted on Posted Yesterday job requisition id JR-67987

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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

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

Closing Date

17 July 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!

WHY PFA IS THE BEST

FIND FINANCIAL FREEDOM WITH PERSONAL FINANCIAL ADVICE

Personal Financial Advice (PFA) is the biggest distribution channel in Old Mutual and has more than 2 500 advisers that span the length and breadth of South Africa.

PFA not only facilitates a bolder financial future, but empowers you and your practice with the tools and confidence to provide exceptional advice and quality service to your customers.

Our advisers define their own destinies, forging an entirely unique, exciting career path along the way. Whether you’re a recent graduate on your way up, or an established financial adviser looking for a new challenge to give you that competitive edge, we’ll meet you where you are now, then equip you with the world-class tools and support you need to take your career to unparalleled new heights.

As part of our PFA family, you’ll have the opportunity to build from an unmatched foundation of established, multinational, and diverse financial services, which puts our people at the heart of everything we do.