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