Overview
Commissioned Financial Adviser ( Somerset West Jobs in Cape Town, South Africa at Old Mutual
Position: Commissioned Financial Adviser ( Somerset West )
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 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 August 2026 , 23:59
Title: Commissioned Financial Adviser ( Somerset West
Company: Old Mutual
Location: Cape Town, South Africa
Category: