Commissioned Financial Adviser ( Somerset West )

Old Mutual; Cape Town; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Old Mutual in Somerset West (Cape Town) seeks a Commissioned Financial Adviser to identify client needs and provide tailored financial plans. You will procure new business, expand sales with existing customers, and work primarily from your own leads.

Requirements include Grade 12, RE5, CPD, 24 months in financial services, a valid driver’s license, and access to a vehicle; criminal clearance is essential.

Qualifications

• Senior Certificate (Matric / Grade 12 / NQF 4) is required.
• At least 24 months' financial industry experience.
• Regulatory Examination (RE5) completed.
• Class of business/CPD points applicable to advisers.
• A valid driver's license and own vehicle or access to one.
• Criminal clearance is required.

Responsibilities

• Procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Skills

Consultative Selling

Customer Focus

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Building Trust

Customer Service

Education

Grade 12 / NQF4

RE5 Regulatory Exam

CPD Points/Certs

Tools

Driver's Licence

Vehicle / Access to vehicle

Job description

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

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

29 November 2026 , 23:59

Commissioned Financial Adviser ( Somerset West ) Cape Town