Inhouse Salaried Financial Advisor 2026
Job Description / Overview
- Position Title: Inhouse Salaried Financial Advisor
- Location: Kroonstad
- Employment Type: Full-time (Salaried)
- Job Requisition ID: JR-75285
- Closing Date: 01 February 2026, 23:59
Company Overview
Old Mutual is a leading African financial services organization committed to enabling customers to achieve their lifetime financial goals. The company promotes diversity, inclusion, and professional excellence across its operations.
Role Purpose
To provide professional financial advice on a defined range of financial products to an allocated market. The role holder is individually accountable for achieving sales and service results through proactive customer engagement, needs analysis, and solution-driven financial advice.
Key Responsibilities
1. Customer Service
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Deliver high-quality service to customers.
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Resolve complex customer queries and problems efficiently.
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Identify opportunities for new business and customer retention.
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Process cases accurately and within agreed service levels.
2. Financial Solutions Analysis
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Analyze customer needs and financial challenges.
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Develop and recommend appropriate financial solutions.
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Provide professional, compliant advice aligned with customer objectives.
3. Customer Engagement
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Receive and assist walk-in customers and scheduled visitors.
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Refer complex matters to relevant specialists when required.
4. Customer Relationship Management (CRM)
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Capture and update customer interactions in the CRM system.
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Schedule follow-ups and maintain structured call plans.
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Ensure accurate data to support retention and business development.
5. Customer Needs Clarification
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Set clear objectives for sales meetings.
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Tailor presentations to customer decision-makers.
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Ask probing questions to assess interest and information gaps.
6. Relationship Development & Prospecting
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Build and manage relationships with potential and existing clients.
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Identify key decision-makers and influencers.
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Maintain effective two-way communication with customers.
7. Business Development
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Monitor sales and market trends within the assigned region.
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Identify opportunities for growth and market penetration.
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Represent Old Mutual at business and community events.
8. Sales Opportunities Creation
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Develop a personal professional network within the business sector.
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Enhance the organization’s market visibility and reputation.
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Gather market intelligence to support sales strategies.
9. Compliance & Governance
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Adhere to internal policies, procedures, and regulatory requirements.
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Obtain necessary approvals for any deviations from standard processes.
10. Data Analysis & Market Insights
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Conduct research and analyze market data.
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Use business intelligence tools to identify trends and opportunities.
Skills Required
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Consultative & Strategic Selling
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Customer Service Excellence
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Relationship Building & Networking
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Identifying Sales Opportunities
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Probing & Qualifying Customer Needs
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Sales Data Management & CRM Systems
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Strong Oral Communication Skills
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Direct Selling & Customer Retention
Competencies
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Action Oriented
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Customer Focus
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Drives Results
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Communicates Effectively
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Builds Networks
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Balances Stakeholders
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Collaborates
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Ensures Accountability
Minimum Education
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NQF Level 5 (Higher / Advanced / Occupational Certificate or equivalent)
Employment Equity
Appointments will be made in line with Old Mutual South Africa’s Employment Equity Plan and the requirements of the specific business unit.