Jobs · Finance · California

Commissioned Financial Adviser (Newcastle/ Vryheid and Surrounds)

Old Mutual South Africa · Newcastle, CA · 3 wk ago
FinanceFull-time

Job Summary

Old Mutual is seeking self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role involves championing 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. Key responsibilities include expanding sales of products and services with existing customers and working mainly on own leads.

Responsibilities

  • Identify and pursue new business opportunities
  • Procure 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 & Experience

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

Closing Date

30 August 2026, 23:59

Benefits

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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