Entrepreneurial Financial Adviser - Grow Client Wealth

Old Mutual South Africa; Hermanus; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals with an entrepreneurial spirit to join one of Africa's leading insurance companies. The role focuses on identifying financial needs, offering sound financial advice and implementing fit-for-purpose plans and solutions for clients.

Key duties include procuring new business, expanding sales with existing customers, and working primarily from your own leads, supported by a strong training path and compliance framework.

Qualifications

• Senior Certificate (Matric / Grade 12/ NQF 4) required.
• 24 months' financial industry experience.
• Regulatory Examination/RE5.
• Class of business/CPD points.
• A valid Driver's License and own vehicle or access to one.
• Criminal clear.

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 Service

Identifying Sales Opportunities

Education

NQF Level 4 - Grade 12

National or Occupational Certificate

Job description

Old Mutual South Africa is seeking self-motivated individuals with an entrepreneurial spirit to join one of Africa's leading insurance companies. The role focuses on identifying financial needs, offering sound financial advice and implementing fit-for-purpose plans and solutions for clients.

Key duties include procuring new business, expanding sales with existing customers, and working primarily from your own leads, supported by a strong training path and compliance framework.