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Oldmutual·1 day ago
1 day agoBe an early applicant

Commissioned Financial Adviser

Paarl, South AfricaMid · 2-5 yearsFinancial Consultant

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Top 10% of NextRaise users matched against Financial Consultant roles in South Africa.

Must-have skills for this role

  • consultative selling
  • direct selling
  • identifying sales opportunities
  • building trust

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What you'll do

  • 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

What they're looking for

  • 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

Summarised by NextRaise from the employer’s description, which follows in full below.

Full description from employer

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 October 2026 , 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!

Company

Oldmutual
Paarl, South Africa

Company facts come from this company's own listings. We only show what the postings themselves carry.

Sourced from Oldmutual's careers site·first seen 21 Sept 2026·last verified 21 Sept 2026·How we source jobs

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