Posted 2 days ago
Commissioned Financial Adviser
KnysnaOn-site
AI Summary
A commissioned financial adviser at Old Mutual who champions customers' lifetime goals by identifying financial needs, providing sound advice, and implementing fit-for-purpose financial plans and solutions.
About this role
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 RelationshipsCompetencies
Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures AccountabilityEducation
NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalentClosing Date
19 October 2026 , 23:59The 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!
Skills
Consultative SellingCPD PointsCustomer ServiceDirect SellingFinancial PlanningIdentifying Sales OpportunitiesProbing QuestionsQualifying ProspectsRegulatory Examination RE5Sales Data ManagementSales SoftwareStrategic Selling
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