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For Companies At a Glance
- Tasks: Help customers achieve their financial goals with tailored advice and solutions.
- Company: Join Old Mutual, a leading insurance company committed to African opportunities.
- Benefits: Enjoy flexible working options and access to extensive support and tools.
- Why this job: Be part of a dynamic team that values diversity and empowers your entrepreneurial spirit.
- Qualifications: Must have a Senior Certificate and 24 months' experience in the financial industry.
- Other info: Closing date for applications is 17 July 2025; criminal clearance required.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.
The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
Qualifications and Experience:
- Senior Certificate (Matric / Grade 12/ NQF 4)
- 24 months' financial industry experience.
- Regulatory Examination/RE5
- Class of business/CPD points
- A valid Driver's License
- Have your own vehicle or access to a vehicle for work purpose
- Criminal clear
Skills
Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
Action Oriented
Balances Stakeholders
Builds Networks
Collaborates
Communicates Effectively
Customer Focus
Drives Results
Ensures Accountability
Education
NQF Level 4 – Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
22 January 2026 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
Commissioned Financial Adviser employer: Old Mutual South Africa
Contact Detail:
Old Mutual South Africa Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commissioned Financial Adviser
✨Tip Number 1
Network with professionals in the financial industry, especially those who are already working as financial advisers. Attend local events or join online forums to connect with potential mentors who can provide insights and guidance on how to succeed in this role.
✨Tip Number 2
Familiarise yourself with Old Mutual's products and services. Understanding their offerings will not only help you during interviews but also demonstrate your genuine interest in the company and its mission to empower customers financially.
✨Tip Number 3
Prepare for role-playing scenarios that may come up during the interview process. Practising your consultative selling techniques and customer service skills can help you feel more confident and showcase your ability to build trust with clients.
✨Tip Number 4
Research the latest trends in the financial advisory sector, particularly in Africa. Being knowledgeable about current market conditions and customer needs will position you as a well-informed candidate who can offer valuable insights to potential clients.
We think you need these skills to ace Commissioned Financial Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications required for the Commissioned Financial Adviser position. Tailor your application to highlight how your skills and experiences align with these requirements.
Craft a Compelling CV: Your CV should clearly showcase your financial industry experience, relevant qualifications, and any sales achievements. Use bullet points for clarity and ensure it is well-structured to make a strong first impression.
Write a Strong Cover Letter: In your cover letter, express your passion for helping customers achieve their financial goals. Highlight your entrepreneurial spirit and how your skills in consultative selling and customer service make you a great fit for the role.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial advisory field.
How to prepare for a job interview at Old Mutual South Africa
✨Understand the Company Culture
Before your interview, take some time to research Old Mutual's values and culture. This will help you align your answers with what they are looking for in a candidate, showing that you are a good fit for their team.
✨Showcase Your Sales Experience
As a Commissioned Financial Adviser, your ability to sell is crucial. Be prepared to discuss your previous sales experiences, including specific examples of how you've successfully identified customer needs and closed deals.
✨Demonstrate Customer Focus
Highlight your customer service skills during the interview. Discuss how you build trust and strengthen relationships with clients, as this is key to succeeding in the role and achieving their lifetime goals.
✨Prepare Questions
At the end of the interview, you'll likely be asked if you have any questions. Prepare thoughtful questions about the role, team dynamics, or company goals. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
