At a Glance
- Tasks: Help customers achieve their financial goals with tailored advice and solutions.
- Company: Join Old Mutual, a leading insurance company in Africa.
- Benefits: Flexible working hours, competitive commission structure, and personal growth opportunities.
- Why this job: Make a real difference in people's lives while building your own business.
- Qualifications: Matric certificate and 24 months' experience in the financial industry.
- Other info: Dynamic role with potential for significant career advancement.
The predicted salary is between 36000 - 60000 £ per year.
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
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.
Commissioned Financial Adviser employer: Old Mutual Limited
Contact Detail:
Old Mutual Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commissioned Financial Adviser
✨Network Like a Pro
Get out there and connect with people in the financial industry! Attend local events, join online forums, or even hit up social media groups. The more you network, the better your chances of landing that Commissioned Financial Adviser role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your consultative selling and customer service skills. Share specific examples of how you've built trust and strengthened customer relationships in the past.
✨Be Prepared for Interviews
Do your homework on Old Mutual and the role you're applying for. Understand their values and how you can contribute to their mission. Prepare answers to common interview questions and think about how your experience aligns with their needs.
✨Apply Through Our Website
Don't forget to apply directly through our website! It shows you're serious about the position and makes it easier for us to find your application. Plus, you'll be one step closer to joining a fantastic team at Old Mutual.
We think you need these skills to ace Commissioned Financial Adviser
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the role shine through! We want to see that you’re not just looking for a job, but that you’re genuinely excited about helping customers achieve their financial goals.
Tailor Your CV: Make sure your CV is tailored to highlight your relevant experience in the financial industry. We love seeing how your skills align with what we’re looking for, so don’t be shy about showcasing your achievements!
Be Clear and Concise: Keep your application clear and to the point. We appreciate straightforward communication, so avoid jargon and make sure your key points stand out. This will help us understand your qualifications quickly!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Old Mutual Limited
✨Know Your Financial Stuff
Brush up on your financial knowledge and be ready to discuss various products and services. Understand the basics of financial planning and how they can help clients achieve their goals. This will show your expertise and build trust with the interviewer.
✨Showcase Your Sales Skills
Prepare examples of how you've successfully identified sales opportunities in the past. Be ready to discuss your approach to consultative selling and how you’ve built strong customer relationships. This is crucial for a role that focuses on expanding sales and acquiring new business.
✨Demonstrate Customer Focus
Think about how you can put the customer at the centre of your advice. Prepare to share stories where you’ve gone above and beyond to meet a client’s needs. This will highlight your customer service skills and align with the company’s values.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial advising and how they support their advisers. This shows your genuine interest in the role and helps you assess if it’s the right fit for you. Plus, it demonstrates your proactive nature!