Commissioned Financial Advisor

Mutual Fund

Multiple Locations
Championing customer financial goals
Procurement of new business
Expand sales with existing customers
The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice

Job Summary

  • The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice.
  • The position involves recommending and implementing fit for purpose financial plans and solutions while expanding sales of products and services with existing customers.
  • Old Mutual is a firm believer in the African opportunity and seeks self-motivated and dynamic individuals with an entrepreneurial spirit to join one of Africa's leading insurance companies.

Matching Summary

The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs and providing sound financial advice.

Skills & Requirements

Must-have

  • Championing customer financial goals
  • Procurement of new business
  • Expand sales with existing customers
  • Work mainly on own leads
  • Customer focus
  • Drives results
  • Communicates effectively

Nice-to-have

  • Passionate entrepreneurial spirit
  • Balances stakeholders
  • Builds networks
  • Collaborates
  • Ensures accountability
  • Action oriented

Key Requirements

  • Employment Equity Plan compliance
  • Work mainly on own leads

Work Rights

Appointment from designated group per Employment Equity Plan

Tailored Resume

Cover Letter