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Old Mutual
Commissioned Financial AdviserOld Mutual • Malmesbury
Commissioned Financial Adviser

Commissioned Financial Adviser

Old Mutual • Malmesbury
30+ days ago
Job type
  • Full-time
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 who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

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

  • Responsible for the procurement of new business

  • Expand sales of products and services with existing customers

  • Work mainly on own leads

Qualifications and Experience:

  • Senior Certificate (Matric / Grade 12/ NQF 4)

  • 24 months' financial industry experience.

  • Regulatory Examination/RE5

  • Class of business/CPD points

  • A valid Driver's License

  • Have your own vehicle or access to a vehicle for work purpose

  • Criminal clear

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

Competencies

Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

19 April 2026 , 23:59
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Commissioned Financial Adviser • Malmesbury

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