Commissioned Financial Adviser (Mthatha and Surrounds)

Posted Yesterday
Be an Early Applicant
5 Locations
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
Provides financial advice, identifies customer needs, recommends and implements tailored financial plans, and builds long-term client relationships. Responsibilities include acquiring new business, expanding sales to existing customers, generating and managing personal leads, qualifying prospects, and delivering consultative, customer-focused service. The role requires an entrepreneurial mindset, strong communication, sales capability, and an NQF Level 5 or equivalent qualification.
Summary Generated by Built In

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 OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

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

Closing Date

30 March 2027 , 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 Required

  • NQF Level 5 Higher, Advanced, or Occupational Certificate, or equivalent
  • Ability to procure new business and expand sales with existing customers
  • Consultative selling, customer service, prospect qualification, and relationship-building skills
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The Company
HQ: London
12,448 Employees

What We Do

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica

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