Commissioned Financial Adviser(JR-75430)

Job Description / Overview

• Position Title: Commissioned Financial Adviser
• Location: Bloemfontein
• Employment Type: Full-time
• Job Requisition ID: JR-75430
• Closing Date: 02 March 2026, 23:59

Company Overview

Old Mutual is a leading African financial services group committed to enabling customers to achieve their financial goals. The company values entrepreneurship, diversity, and professional growth.

Role Purpose

To provide financial advice and solutions to customers by identifying their financial needs, recommending suitable products, and implementing comprehensive financial plans. The role focuses on generating new business, expanding existing customer relationships, and driving sales performance through an entrepreneurial approach.

Key Responsibilities

1. New Business Acquisition

• Source and secure new customers through own leads and prospecting.

• Convert leads into clients by building strong trust and relationships.

• Deliver excellent customer service throughout the sales process.

2. Financial Needs Analysis

• Assess clients’ financial goals and requirements.

• Provide professional financial advice based on customer needs and objectives.

• Recommend fit-for-purpose financial solutions and products.

3. Sales Growth & Relationship Management

• Expand sales of products and services with existing customers.

• Maintain and strengthen customer relationships through consistent engagement.

• Support customer retention through quality service and advice.

4. Sales Implementation

• Guide clients through the application and onboarding process.

• Ensure compliance with company standards and regulatory requirements.

• Track and manage sales pipeline using sales tools and CRM systems.

Skills Required

• Consultative Selling

• Direct Selling

• Customer Service & Relationship Management

• Identifying Sales Opportunities

• Strong Communication & Negotiation Skills

• Sales Data Management

• Strategic Selling

• Customer Understanding & Needs Analysis

• Building Trust & Rapport

Competencies

• Action Oriented

• Customer Focus

• Drives Results

• Communicates Effectively

• Builds Networks

• Balances Stakeholders

• Collaborates

• Ensures Accountability

Minimum Education

• NQF Level 5 (Higher / Advanced / Occupational Certificate or equivalent)

Role Requirements

• Self-motivated, entrepreneurial mindset

• Ability to work independently and manage own leads

• Strong commercial and sales orientation

• Ability to provide sound financial advice and customer solutions

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