Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

A partnership where you retain your identity and independence and gain the strength and support of the Franchise as well as Old Mutual while 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.

Role Overview:

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.
Highlights advantages or benefits of products or services to individuals and the organization.
Adjusts sales technique depending on the nature of the prospect or customer.
Determines customers' needs and interests.
Persuades customers to purchase products or services that are intangible (e.g. information services or consulting services).
Suggests next logical step in the sales cycle (e.g. sales demonstration, presentation to decision-makers).
Expand sales of products and services with existing customers.
Works mainly on own leads.

Career Benefits

Contracted under the Old Mutual’s FAIS license.

Ongoing training and business support

Financial planning and advice tools

Support with FAIS competency requirements (such as qualifications and CPD)

Upmarket office space and facilities provided to meet with customers

Marketing and sales support

Compliance support

A competitive product range

Qualification & Experience

 Senior Certificate (Matric/Grade 12/NQF 4)

Minimum of 2 years (24 months) experience in the financial services industry

Regulatory Examination (RE5) and/or financial tertiary qualification

Applicable Class of Business modules/CPD points for the cycle complete (where applicable)

Clear Criminal and Credit Record

Fit and Proper requirements must be met.

​Personal Effectiveness

Business acumen and ability to work independently

An energetic and self-motivated mindset

Responsible for the procurement of new business

Expand sales of products and services to existing customers

Relationship building

Skills

Business, Consulting Services, Customer Relationships, Finance Strategy, Financial Advising, Financial Plan, Financial Products, Financial Services Industry, Marketing, Relationship Building, Sales, Sales Support

Education

High School (Grade 12)

Closing Date

30 November 2024

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.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!