Commissioned Financial Advisor – Join Old Mutual Today! Apply Now!

About Old Mutual:

Old Mutual is one of Africa’s leading financial services providers, deeply committed to delivering value to its customers through innovative and comprehensive solutions. As a company, we believe in the power of Africa’s opportunities and continuously seek dynamic and self-motivated individuals to join our diverse and growing team.

Job Overview:

We are currently looking for passionate, entrepreneurial, and self-driven individuals to join our team as Commissioned Financial Advisors. As a Commissioned Financial Advisor at Old Mutual, your role will be central to helping our valued customers achieve their lifetime financial goals.

This is an exceptional opportunity for someone with a strong passion for finance, personal relationships, and helping others thrive financially. You’ll be responsible for sourcing new clients, expanding existing relationships, and providing sound financial advice tailored to each client’s needs.

Key Responsibilities:

• 🏅 Procure New Business: Actively identify and pursue opportunities to bring in new clients, developing lasting relationships based on trust and financial insight.
• 🔄 Expand Existing Client Portfolio: Build upon existing relationships to increase sales and offer additional products and services that align with the client’s evolving financial needs.
• 🧑‍💼 Work Primarily on Own Leads: Although support is provided, much of your client base will come from your initiative, giving you control over your success.
• 💼 Financial Planning & Advice: Guide clients in making informed decisions regarding their financial future, helping them plan and implement personalized financial solutions.
• 📈 Achieve Sales Targets: Meet and exceed sales goals by recommending and implementing “fit-for-purpose” financial plans.

Skills and Experience:

• ✔️ Self-Motivated: A proactive, driven individual who thrives in an entrepreneurial environment.
• ✔️ Financial Acumen: Strong knowledge of financial products, planning, and advising clients.
• ✔️ Relationship-Building: Excellent interpersonal skills to build lasting, trust-based relationships with clients.
• ✔️ Sales Experience: Previous experience in sales, particularly in the financial services or insurance industry, will be an advantage.
• ✔️ Excellent Communication Skills: Able to clearly explain complex financial concepts in a way that clients can understand.
• ✔️ Highly Goal-Oriented: Ability to work independently and achieve sales targets in a competitive environment.

What Old Mutual Offers You:

• 🌟 Unmatched Training & Support: Comprehensive support and world-class training to help you excel in your career as a financial advisor.
• 🌍 Dynamic Career Path: Whether you’re a fresh graduate or an experienced professional, Old Mutual offers career growth opportunities and tools to help you succeed.
• 🚀 Build Your Own Success: Enjoy the autonomy to shape your career trajectory with the backing of a multinational company.
• 💼 Established Client Base: Tap into an established and diverse customer base, enabling you to focus on expanding your financial advisory services.

Why Join Old Mutual?

Old Mutual empowers its financial advisors by providing them with the tools and support they need to succeed. Our Personal Financial Advice (PFA) division is the largest distribution channel in Old Mutual, with over 2,500 advisers across South Africa. As part of our team, you’ll be positioned for success with access to a vast network of clients and resources.

Requirements:

• 🎓 Education: While prior financial industry experience is beneficial, a passion for finance, strong interpersonal skills, and an entrepreneurial spirit are essential.
• 🏢 Previous Sales Experience: A background in sales or client-facing roles is highly valued.
• 🌟 Self-Discipline: Ability to work independently and manage your time effectively.
• 🌱 Growth Mindset: A desire for continuous learning and professional development in the financial advisory sector.

How to Apply:

If you have a passion for finance, an entrepreneurial mindset, and the desire to help others achieve financial freedom, apply today to become a Commissioned Financial Advisor with Old Mutual.

📎 Find similar jobs at: CareerJunctionZA Jobs

TIPS for Your CV:

When applying for this role, make sure your CV highlights:

• Sales Experience: Showcase any sales or customer-facing roles you’ve held, even if they are not directly in finance.
• Financial Knowledge: While specific financial qualifications aren’t required, any financial training or coursework you’ve completed will strengthen your application.
• Entrepreneurial Spirit: Emphasize your initiative, ability to work independently, and motivation to grow a client base.
• Communication Skills: Highlight any experience where you’ve successfully communicated complex information to customers or clients.