Experienced Financial Advisor (Somerset West )

Old Mutual; Cape Town; On-site; ZAR 250,000 - 400,000; Full time

Job summary

Old Mutual, a leading insurance company in Africa, seeks dynamic individuals to champion financial solutions for customers. The role focuses on identifying financial needs and providing tailored advice, with responsibilities including new business procurement and expanding existing customer sales.

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

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 and Competencies

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

Qualifications

Details about required education are not specified in the original description.

Application Details

Closing Date: 19 June 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!