Commissioned Financial Adviser (Level 1)
Old Mutual · Lebowakgomo
Job description
About the role
Old Mutual is seeking a self‑motivated, dynamic individual to join its financial advisory team in Lebowakgomo. As a Commissioned Financial Adviser‑1 you will help customers achieve their long‑term financial goals by identifying needs, offering sound advice and delivering tailored financial solutions.
Key responsibilities
- Identify and assess customers’ financial needs and objectives.
- Provide professional financial advice and recommend appropriate products.
- Develop and implement fit‑for‑purpose financial plans.
- Procure new business and expand sales of existing products and services.
- Manage a personal pipeline of leads and maintain strong customer relationships.
Required profile
- Self‑motivated, entrepreneurial spirit and strong consultative selling mindset.
- Ability to build trust and communicate effectively with clients.
- Education: NQF Level 5 – Higher, Advanced or Occupational Certificate or equivalent.
Required skills
What we offer
- Opportunity to work for one of Africa’s leading insurance and financial services companies.
- Career development within a diverse and inclusive environment.
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Published 1 month ago
Expires 2 weeks from now
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Old Mutual
Lebowakgomo
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