Financial Adviser: Build Trust, Grow Client Wealth

oldmutual; Knysna; On-site; ZAR 180,000 - 300,000; 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 championing customers to achieve lifetime goals by identifying financial needs and delivering fit-for-purpose plans and solutions.

Responsibilities include procuring new business, expanding sales with existing customers, and working mainly on own leads. A matric/ NQF4, RE5, and driver’s license with own vehicle are required.

Qualifications

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

Responsibilities

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

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 championing customers to achieve lifetime goals by identifying financial needs and delivering fit-for-purpose plans and solutions.

Responsibilities include procuring new business, expanding sales with existing customers, and working mainly on own leads. A matric/ NQF4, RE5, and driver’s license with own vehicle are required.