Commissioned Financial Adviser (Welkom / Hoopstad)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Bloemfontein; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking self-motivated sales professionals to champion customers and identify financial needs. You will advise, plan and implement fit-for-purpose financial plans while focusing on new business opportunities and expanding relationships with existing clients.

The role requires NQF Level 5 or equivalent and strong skills in direct selling, needs analysis, and customer service. Closing date: 29 November 2026.

Qualifications

• Building trust with clients to foster long-term relationships.
• Using consultative selling to identify client needs and tailor financial solutions.
• Maintaining a strong customer focus and service mindset.
• Providing excellent customer service and timely responses.
• Understanding customer needs and adapting recommendations accordingly.
• Engaging in direct selling to acquire new clients.
• Identifying new sales opportunities within target market.
• Communicating clearly and persuasively in verbal discussions.
• Asking probing questions to uncover client requirements.
• Qualifying prospects to prioritize high-potential opportunities.
• Managing sales data to track activity and outcomes.
• Using sales software to manage pipelines and CRM data.
• Applying strategic selling techniques to close deals.
• Strengthening and maintaining customer relationships over time.

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

Customer understanding

Direct selling

Opportunity identification

Oral communication

Probing questions

Prospecting qualification

Data management

Sales software

Strategic selling

Customer relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent (Required)

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

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.

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

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 (Required)

Closing Date

29 November 2026 , 23:59

Appointment

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!

The Old Mutual Story!