Commissioned Financial Adviser

Old Mutual Limited; Lephalale; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in Lephalale seeks a self-motivated financial professional to identify clients’ needs and deliver fit-for-purpose financial plans. You will advise, propose and implement strategies to meet lifetime goals, focusing on new business capture and growing existing customer relationships.

The role emphasizes direct selling, consultative engagement, and building trust with clients, leveraging the company’s longstanding insurance expertise.

Qualifications

• Self-motivated and dynamic with an entrepreneurial spirit.
• Identify customers’ financial needs and provide sound financial advice.
• Procurement of new business and expansion of product sales with existing customers.

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 Focus

Direct Selling

Sales Data Management

Probing Questions

Qualifying Prospects

Strategic Selling

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 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!