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