Commissioned Financial Adviser

Old Mutual Limited; Mbombela (Nelspruit); On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited is seeking self-motivated sales professionals to champion customers’ lifetime financial goals. You will identify needs, provide sound financial advice, and implement fit-for-purpose plans and solutions.

The role focuses on new business and expanding sales with existing customers, primarily on your own leads. Education requires an NQF Level 5 or equivalent, and candidates should demonstrate a strong consultative selling approach, customer focus, and effective communication.

Qualifications

• Identifying financial needs and offering suitable financial plans and solutions.
• Procurement of new business and expansion of product/services with existing customers.
• Self-motivated engagement and work mainly on own leads.

Responsibilities

• 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

Direct Selling

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!