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Identify customers’ financial needs, provide sound financial advice, recommend and implement suitable financial plans and solutions, build trusted relationships, manage prospects, and generate sales opportunities. The role requires customer focus, consultative selling, direct selling, effective communication, and an entrepreneurial mindset.

Provides financial advice by identifying customer needs, recommending suitable financial plans and solutions, and implementing them. The role focuses on acquiring new business, expanding sales among existing customers, managing primarily self-generated leads, building customer relationships, and achieving sales results for Old Mutual’s insurance and financial products.

Provide customers with financial advice, identify their financial needs, recommend and implement suitable financial plans and solutions, procure new business, expand sales with existing customers, and manage primarily self-generated leads. The role requires consultative selling, prospect qualification, customer relationship building, sales opportunity identification, and effective communication.

Provides financial advice by identifying customer needs, recommending suitable financial plans and solutions, and implementing those solutions. The adviser procures new business, expands product and service sales among existing customers, manages primarily self-generated leads, and builds trusted customer relationships through consultative and direct selling. The role requires customer focus, prospect qualification, sales opportunity identification, effective communication, and accountability for results.

Procure new business, expand sales with existing customers, identify customer financial needs, provide sound financial advice, and recommend and implement suitable financial plans and insurance solutions. The adviser primarily generates and manages their own leads while building customer trust, relationships, and long-term financial outcomes.

Identify customers’ financial needs, provide sound financial advice, recommend suitable financial plans and solutions, and implement those solutions. The role requires consultative and direct selling, prospect qualification, opportunity identification, customer relationship development, feedback management, and effective communication. Candidates should be self-motivated, customer-focused, entrepreneurial, and able to build trust and networks while maintaining accountability.

Acquire new business, expand sales with existing customers, and provide tailored financial advice and fit-for-purpose financial plans. The adviser identifies customer needs, develops trusted relationships, recommends suitable insurance and financial solutions, implements plans, manages sales data, and works primarily from self-generated leads. The role requires consultative selling, customer focus, strong communication, prospect qualification, and an entrepreneurial, results-oriented approach.

Provides financial advice to customers by identifying their needs, recommending and implementing suitable financial plans, and supporting lifetime financial goals. The adviser is responsible for acquiring new business, expanding product and service sales among existing customers, managing primarily self-generated leads, and building strong customer relationships through consultative and direct selling.

Advise customers on financial products, identify needs and sales opportunities, manage customer relationships, and convert consultations into sales. The role requires financial services experience, long-term insurance knowledge, FAIS compliance, strong communication, analytical and organizational skills, entrepreneurial drive, and a valid driver’s licence with access to a vehicle.

Identify customers’ financial needs, provide sound financial advice, and recommend and implement suitable financial plans and insurance solutions. The role requires entrepreneurial drive, consultative selling, prospect qualification, relationship building, customer service, and effective communication. Candidates need a Grade 12 or equivalent NQF Level 4 qualification.