Sales Agent:Old Mutual X1
Position: Sales Agent
Location: Bloemfontein
Company: Old Mutual Personal Financial Advice
Type: Permanent | Full-Time
Salary: Uncapped commission
Published: 4 days ago
Easy Apply Available
About the Role
As a Sales Agent (Financial Adviser) at Old Mutual, you’ll help individuals plan and secure their financial future. This is a purpose-driven, commission-based career where you’ll advise clients on:
Investments
Insurance
Retirement
Overall financial well-being
Key Responsibilities
Build client relationships via prospecting, referrals & networking
Conduct detailed financial needs analyses
Provide tailored advice using Old Mutual’s 6-step planning process
Stay informed of economic and regulatory trends
Adhere to FAIS compliance and maintain CPD
Accurately represent Old Mutual’s financial products and services
Requirements
Matric/Grade 12
18+ months experience in financial services (sales, client service, etc.)
Regulatory Exam (RE5) – completed or in progress
Valid driver’s licence & own vehicle
Clear credit and criminal record
Strong communication & client-facing skills
A passion for helping others and building lasting relationships
Why Join Old Mutual PFA?
Uncapped earning potential
Reputable and trusted brand
Extensive training and ongoing support
Build your own financial advisory practice
Make a difference in people’s lives while building your legacy and wealth