Commissioned Financial Adviser

Old Mutual South Africa; Khâi-Ma Local Municipality; On-site; ZAR 120,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking self-driven professionals to champion customer financial needs, deliver sound financial advice, and implement tailored financial plans. You will focus on acquiring new business, expanding product sales with existing clients, and primarily work from your own leads.

The ideal candidate combines entrepreneurial drive with consultative selling, strong customer focus, and excellent communication. A designated closing date applies to applications.

Qualifications

• Self-motivated and dynamic individuals with an entrepreneurial spirit.
• Identify client financial needs and offer sound financial plans.
• Provide sound financial advice and implement fit-for-purpose solutions.
• Strong client-facing and consultative selling abilities.

Responsibilities

• 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

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

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 November 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!