Commissioned Financial Adviser: Grow Clients & Trust

Old Mutual South Africa; Polokwane; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Old Mutual South Africa in Polokwane seeks self-motivated professionals to champion customers' financial goals by identifying needs and proposing fit-for-purpose financial plans and solutions.

The role involves procuring new business, expanding sales with existing customers, and primarily working on your own leads, with a closing date of 29 November 2026. The appointment aligns with Old Mutual's Employment Equity Plan for the business unit.

Qualifications

• Role focuses on championing customer needs and providing sound financial advice.
• Procurement of new business and expansion of product sales to existing customers.
• Work primarily on own leads as part of the sales process.

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

Old Mutual South Africa in Polokwane seeks self-motivated professionals to champion customers' financial goals by identifying needs and proposing fit-for-purpose financial plans and solutions.

The role involves procuring new business, expanding sales with existing customers, and primarily working on your own leads, with a closing date of 29 November 2026. The appointment aligns with Old Mutual's Employment Equity Plan for the business unit.