Advancing Financial Adviser

About this role

Old Mutual is hiring an Advancing Financial Adviser for the Welkom and Hoopstad area, with the role based in Bloemfontein. The job is about helping customers understand their financial needs and building lasting relationships with them.

What you’ll do

• Handle customer service tasks and answer simple customer questions, passing on more complex matters to colleagues.
• Meet customers and interview them using a set sales script, so you can clarify what they need.
• Call or visit allocated potential customers to build relationships and offer a first point of contact for queries and complaints.
• Keep customer records accurate and log follow-up actions and notes from each sales call.
• Find new prospects through referrals and recommendations from existing customers.
• Follow mandatory procedures so your work meets quality standards and regulatory and internal codes of conduct.
• Collect and enter sales data into spreadsheets and standard reporting formats.

What you need

• NQF Level 5 qualification: higher, advanced or occupational certificate, or an equivalent (required).
• Strong consultative selling and customer-focused skills.
• Good oral communication and the ability to ask probing questions.
• Comfort using sales software and managing sales data.
• Ability to evaluate information and qualify prospects.
• Networking skills and the ability to build trust with stakeholders.

Is this job for you?

This role suits someone who enjoys talking to people and finding out what they need. You should be comfortable with regular sales calls, keeping accurate records and following set procedures. You also need a qualification at NQF Level 5 or an equivalent.

Tips before you apply

• Have your NQF Level 5 certificate or statement of results ready to upload, along with your ID and CV.
• On your CV, give examples of sales calls, customer follow-up or client relationship work, with numbers where you can.
• Show your experience with sales software or spreadsheets by naming the tools you have used and what you did with them.

Closing date: 29 November 2026, 23:59.

Appointments follow Old Mutual South Africa’s Employment Equity Plan and the needs of the specific business unit.

Reference: JR-84724

Note: Salary is not stated in the advert.

Note: Only shortlisted candidates may be contacted. Please check your details before you apply.