Commissioned Financial Adviser

Old Mutual Limited; Ermelo; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in Ermelo, Mpumalanga seeks a self-motivated sales professional to champion customer goals by identifying needs and offering tailored financial plans. You will build trust, provide sound financial advice, and help clients secure lifetime goals with fit-for-purpose solutions.

You will acquire new business, expand product uptake with existing customers, and primarily work from your own leads, contributing to a growing client base through consultative selling and strong

Qualifications

• Minimum NQF Level 5 or equivalent required.
• Experience in financial advisory is preferred.
• Customer-focused with good communication.

Responsibilities

• Responsible for the procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Skills

Trust Building

Consultative Selling

Customer Focus

Customer Service

Direct Selling

Sales Opportunities

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Customer Relationships

Education

NQF Level 5

Job description

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

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 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

29 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! _