Commissioned Financial Adviser

2 weeks ago

Queenstown, Australia Old Mutual South Africa Full time
Overview

Commissioned Financial Adviser role at Old Mutual South Africa.

Responsibilities
  • 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

18 September 2025, 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.


#J-18808-Ljbffr

  • Commissioned Financial Adviser

    2 weeks ago

    Queenstown, Australia Old Mutual South Africa Full time

    OverviewCommissioned Financial Adviser role at Old Mutual South Africa.ResponsibilitiesResponsible for the procurement of new businessExpand sales of products and services with existing customersWork mainly on own leadsQualifications and ExperienceSenior Certificate (Matric / Grade 12 / NQF 4)24 months' financial industry experienceRegulatory...

  • Commissioned Financial Adviser

    1 week ago

    Queenstown, Australia Old Mutual South Africa Full time

    OverviewCommissioned Financial Adviserrole atOld Mutual South Africa.ResponsibilitiesResponsible for the procurement of new businessExpand sales of products and services with existing customersWork mainly on own leadsQualifications and ExperienceSenior Certificate (Matric / Grade 12 / NQF 4)24 months' financial industry experienceRegulatory...

  • Financial Product Specialist

    2 weeks ago

    Queenstown, Australia beBeeadviser Full time $80,000 - $120,000

    Job OverviewA Commissioned Financial Adviser role involves building strong relationships with clients and expanding sales of financial products and services.

  • Financial Services Career

    1 week ago

    Queenstown, Australia beBeeCareer Full time 900,000 - 1,200,000

    Financial Services ProfessionalWe are seeking a highly skilled and experienced Financial Services Professional to join our team. As a key member of our team, you will play a vital role in advancing the financial well-being of our clients.Key ResponsibilitiesProvide expert financial advice and guidance to clientsAnalyze client needs and develop personalized...

  • Senior Financial Planning Consultant

    1 week ago

    Queenstown, Australia beBeeFinancial Full time $80,000 - $120,000

    Financial Services Specialist RoleAbout the JobThis is a key position for an experienced Financial Advisor to join our team and take on a challenging role that involves providing expert financial guidance to clients. As a Financial Services Specialist, you will be responsible for conducting thorough needs analyses, identifying opportunities, and developing...

  • Financial Growth Specialist

    1 week ago

    Queenstown, Australia beBeeGrowth Full time $61,992 - $80,885

    Job Title: Financial Growth SpecialistRole OverviewAs a Financial Growth Specialist, you will play a crucial role in helping our clients achieve their financial goals. This is an excellent opportunity to join our team and make a meaningful impact.The ideal candidate will have a strong background in finance and sales, with the ability to provide expert advice...

  • Advancing Financial Advisor

    1 week ago

    Queenstown, Australia Old Mutual South Africa Full time

    OverviewJoin to apply for theAdvancing Financial Advisorrole atOld Mutual South Africa.Qualifications And ExperienceA minimum of Matric or equivalentA minimum 12 months' financial services experience as a Financial AdviserA minimum of Long-term Insurance Class of Business completionCompletion of additional FAIS requirements such as Investments Class of...

  • Advancing Financial Advisor

    2 weeks ago

    Queenstown, Australia Old Mutual South Africa Full time

    OverviewJoin to apply for the Advancing Financial Advisor role at Old Mutual South Africa.Qualifications And ExperienceA minimum of Matric or equivalentA minimum 12 months' financial services experience as a Financial AdviserA minimum of Long-term Insurance Class of Business completionCompletion of additional FAIS requirements such as Investments Class of...

  • Advancing Financial Advisor

    2 weeks ago

    Queenstown, Australia Old Mutual South Africa Full time

    OverviewJoin to apply for the Advancing Financial Advisor role at Old Mutual South Africa.Qualifications And ExperienceA minimum of Matric or equivalentA minimum 12 months' financial services experience as a Financial AdviserA minimum of Long-term Insurance Class of Business completionCompletion of additional FAIS requirements such as Investments Class of...