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Commissioned Financial Advisor job at Old Mutual South Africa | Apply Now
Are you looking for Finance jobs in South Africa 2025 today? then you might be interested in Commissioned Financial Advisor job at Old Mutual South Africa
Old Mutual is a trusted pan-African financial services group offering a broad range of insurance, investment, savings, and banking solutions. With over 175 years of experience and a strong footprint across Africa, Old Mutual is committed to empowering individuals, businesses, and communities to thrive through tailored financial services.
Bloemfontein, South Africa
full time
Commissioned Financial Advisor job at Old Mutual South Africa
Old Mutual South Africa
As a Commissioned Financial Advisor, you will play a vital role in championing clients’ financial success by understanding their lifetime goals and recommending appropriate financial strategies. You will be responsible for securing new business, expanding services with existing clients, and working mainly on your own leads. This is a full-time, commission-based role ideal for individuals passionate about sales, finance, and customer engagement.
Identify client financial needs through consultative engagement
Provide professional financial advice and recommend tailored financial solutions
Procure new business and drive client acquisition
Strengthen customer relationships and enhance client retention
Expand sales of financial products and services to existing clients
Work independently using self-generated leads
Maintain accurate sales data and utilize CRM tools effectively
Uphold company values and comply with regulatory and ethical standards
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
Education:
NQF Level 7 – Degree, Advanced Diploma, or Postgraduate Certificate (or equivalent)
Skills:
Direct and consultative selling
Customer-focused service delivery
Financial needs analysis
Strategic sales planning
Data and CRM management
Strong oral communication and interpersonal skills
Competencies:
Action-oriented
Builds networks and collaborates effectively
Communicates with impact
Customer-focused with a drive for results
Ensures accountability and builds trust
ONLINE APPLICATION ONLY!
Interested candidates are advised that applications for this position must be submitted online. To apply, please click on the "Apply" button below.
