Commissioned Financial Advisor

Old Mutual South Africa; Springbok; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading insurance company in South Africa seeks dynamic individuals to champion customer financial goals. The role focuses on identifying financial needs and providing tailored financial advice. Ideal candidates are self-motivated with strong sales skills and a customer-focused approach.

Qualifications

• NQF Level 5 or equivalent required.
• Experience in consultative selling and customer service.

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

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate

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 looking for 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

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

Core Competencies

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

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent

Closing Date

30 August 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!