Experienced Financial Advisor

Old Mutual; Hermanus; On-site; ZAR 300 000 - 600 000; Full time

Job summary

Old Mutual, a leading insurance company in Africa, is looking for dynamic individuals to join their team as financial advisors. This role focuses on helping customers achieve their financial goals through personalized financial advice and solutions. Candidates should possess relevant qualifications and strong interpersonal skills to thrive in a sales-driven environment.

Qualifications

• Relevant education qualifications required.

Responsibilities

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

Skills

Action Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Education

Relevant education qualifications

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.

We are seeking self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing "fit for purpose" financial plans and solutions.

Responsibilities:

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

Skills and Competencies:

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Qualifications:

Relevant education qualifications.

Closing Date:

19 June 2025, 23:59

Note: 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.