Commissioned Financial Adviser – Old Mutual
- Company: Old Mutual South Africa
- Location: Bloemfontein, Free State
- Position: Commissioned Financial Adviser
- Employment Type: Full-time
- Posted: Yesterday
- Closing Date: 30 August 2026 at 23:59
- Requisition ID: JR-80617
Job Purpose
Old Mutual is seeking a self-motivated and entrepreneurial Financial Adviser to assist clients in achieving their financial goals. The role focuses on understanding customer needs, providing professional financial advice, recommending suitable financial solutions, and building long-term client relationships.
Minimum Requirements
- NQF Level 5 qualification (Higher, Advanced, or Occupational Certificate or equivalent)
- Strong interest in financial services and advisory work
- Ability to work independently and manage client relationships
Key Responsibilities
Financial Advisory & Client Support
- Identify clients’ financial needs and provide appropriate advice.
- Recommend and implement suitable financial plans and solutions.
- Help customers achieve their short- and long-term financial goals.
- Build trust and maintain strong relationships with clients.
Business Development & Sales
- Procure new business opportunities.
- Generate and manage own leads.
- Expand sales of products and services with existing customers.
- Identify opportunities to grow the customer portfolio.
- Promote Old Mutual financial products and solutions.
Client Relationship Management
- Conduct client consultations.
- Understand customer circumstances and financial objectives.
- Provide customer-focused solutions.
- Maintain ongoing engagement with clients.
Required Skills
- Consultative selling
- Direct selling
- Customer relationship management
- Identifying sales opportunities
- Prospecting and qualifying clients
- Sales data management
- Sales software usage
- Strategic selling
- Strong verbal communication skills
- Customer service
- Relationship building
Key Competencies
The ideal candidate should demonstrate:
- Action Oriented – takes initiative and works independently
- Customer Focus – prioritises client needs and outcomes
- Builds Networks – develops strong professional relationships
- Collaborates – works effectively with teams and stakeholders
- Communicates Effectively – conveys information clearly
- Drives Results – works towards business and sales objectives
- Ensures Accountability – takes ownership of performance and responsibilities
- Balances Stakeholders – considers customer and business requirements
Ideal Candidate Profile
This role suits someone who is:
- Entrepreneurial and self-motivated
- Comfortable with sales targets and business development
- Confident engaging with clients
- Skilled at building trust and relationships
- Goal-driven and results-focused
- Interested in helping people make informed financial decisions
Working Environment
- Client-facing financial advisory role
- Performance and sales-driven environment
- Requires networking, lead generation, and relationship management
- Primarily works with personal client portfolios and new business opportunities