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Commissioned Financial Adviser (Mthatha and Surrounds)

MthathaOn-siteFull-time

AI Summary

A Commissioned Financial Adviser at Old Mutual Life Insurance 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

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 Oriented

Balances Stakeholders

Builds Networks

Collaborates

Communicates Effectively

Customer Focus

Drives Results

Ensures Accountability

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

30 October 2026 , 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!

Skills

Building TrustBuilds NetworksCollaboratesConsultative SellingCustomer-focusedCustomer ServiceCustomer UnderstandingDirect SellingIdentifying Sales OpportunitiesNQF Level 5 Higher CertificateOral CommunicationsProbing QuestionsQualifying ProspectsSales Data ManagementSales SoftwareStrategic SellingStrengthening Customer Relationships

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