OL

Commissioned Financial Adviser

Full-time Mossel Bay, ZA
Posted 1 hour, 35 minutes ago 1 views 0 applications

Job Description

Job Title

Let’s Write Africa’s Story Together!

Company/Organisation Name

Old Mutual

Location

Not specified

Job Description and Responsibilities

  • Champion valued customers to achieve lifetime goals
  • Identify financial needs, provide sound advice, and implement financial plans
  • Procure new business
  • Expand sales of products and services with existing customers
  • Work mainly on own leads

Qualifications/Requirements

  • Senior Certificate (Matric / Grade 12/ NQF 4)
  • 24 months’ financial industry experience
  • Regulatory Examination/RE5
  • Class of business/CPD points
  • Valid Driver’s License
  • Own vehicle or access to a vehicle for work purposes
  • 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 Oriented
  • Balances Stakeholders
  • Builds Networks
  • Collaborates
  • Communicates Effectively
  • Customer Focus
  • Drives Results
  • Ensures Accountability

Education

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

Closing Date

19 October 2026, 23:59

Note

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.

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