Commissioned Financial Adviser

About this role

Old Mutual is looking for a commissioned financial adviser for its Mthatha office and surrounding areas. The job is about helping customers reach their long-term goals by understanding what they need and recommending suitable financial plans and products.

What you’ll do

• Find and meet new clients, mostly using leads you generate yourself.
• Win new business by selling Old Mutual products and services.
• Grow sales with customers who already bank with Old Mutual.
• Ask good questions to understand each client’s financial needs.
• Explain and recommend financial plans that fit each client’s situation.
• Keep accurate sales records and use the sales software.
• Build and maintain long-term relationships with customers.

What you need

• NQF Level 5 qualification (higher certificate, advanced certificate or occupational certificate), or an equivalent.
• Strong oral communication skills.
• Good sales skills, including consultative and strategic selling.
• Comfortable working with sales software and managing sales data.
• Self-motivated, with an entrepreneurial attitude.
• Customer-focused, with the ability to build trust and networks.
• Able to work with a high degree of accountability and drive results.

Is this job for you?

This role suits someone who enjoys meeting people and setting their own targets. You should be happy to find your own leads and be paid through commission. If you like building relationships and working towards results, this could be a good fit.

Tips before you apply

• Have your NQF Level 5 certificate and ID ready to upload with your CV.
• Show examples of sales, client service or relationship-building in your CV, with numbers where you can.
• Explain how you find and keep clients, such as through referrals, community work or past customer contact.