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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 Africa's growth.
- Benefits: Flexible working hours, competitive commission structure, and personal development opportunities.
- Why this job: Be part of a dynamic team making a real difference in people's lives.
- Qualifications: Matric certificate and 24 months' experience in the financial industry required.
- Other info: Opportunity for career growth and networking in a supportive environment.
The predicted salary is between 28800 - 48000 £ per year.
Let's Write Africa's Story Together! 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
Responsibilities include:
- Procurement of new business
- Expanding sales of products and services with existing customers
- Working 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 purposes
- 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 like a pro! Get out there and connect with people in the financial industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Practice your pitch! You’ll want to be able to clearly communicate your value as a Commissioned Financial Adviser. Role-play with friends or family to nail down your approach. We’re talking about making a lasting impression here!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and shows that you’re genuinely interested. We love a proactive candidate!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the latest opportunities tailored for dynamic individuals like you. Let’s get you started on this journey together!
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 South Africa
✨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 customers achieve their goals. This will show that you're not just a salesperson, but a trusted adviser.
✨Show Your Entrepreneurial Spirit
Since they're looking for self-motivated individuals, come prepared with examples of how you've taken initiative in previous roles. Share stories that highlight your ability to identify opportunities and drive results, as this aligns perfectly with the entrepreneurial spirit they value.
✨Build Rapport with Your Interviewers
Practice your communication skills and focus on building trust during the interview. Use probing questions to engage your interviewers and demonstrate your customer-focused approach. Remember, they want to see how you connect with people!
✨Prepare for Scenario Questions
Expect questions that ask how you'd handle specific situations, like dealing with a difficult client or identifying a sales opportunity. Think through your responses ahead of time, using the STAR method (Situation, Task, Action, Result) to structure your answers effectively.