Commissioned Financial Adviser – South Africa | Apply Now
The Old Mutual is inviting ambitious, driven, and entrepreneurial individuals to apply for the position of Commissioned Financial Adviser based in South Africa. This opportunity is ideal for candidates who are passionate about financial services, sales, and helping clients achieve long-term financial success within one of Africa’s leading insurance and investment companies.
Old Mutual strongly believes in Africa’s growth potential and continues to invest in talented professionals who are committed to empowering customers to reach their financial goals. If you have a strong entrepreneurial mindset and enjoy working with people, this role offers an excellent opportunity to grow your career in the financial services industry.
About the Role
The Commissioned Financial Adviser role focuses on assisting customers in achieving their lifetime financial objectives through professional advice and suitable financial planning solutions. Successful candidates will work closely with clients to understand their financial needs and recommend products and services aligned with those needs.
Financial Advisers are responsible for building their own client base while maintaining strong relationships with existing customers. The role combines advisory expertise, relationship management, and performance-driven sales activities.
Key Responsibilities
As a Commissioned Financial Adviser, your responsibilities will include:
- Identifying customer financial needs through consultations
- Providing sound financial advice and tailored financial solutions
- Developing and implementing fit-for-purpose financial plans
- Procuring new business opportunities through networking and self-generated leads
- Expanding sales of financial products and services to existing clients
- Maintaining long-term customer relationships
- Meeting sales and performance targets
- Managing customer information and sales records accurately
This position requires individuals who are self-motivated and comfortable working independently while contributing to organisational objectives.
Minimum Requirements
Applicants must meet the following criteria:
- Grade 12 / Matric certificate (NQF Level 4 or equivalent)
- Minimum of 24 months’ experience in the financial services industry
- Regulatory Examination (RE5) qualification
- Relevant Class of Business certification and CPD compliance
- Valid driver’s licence
- Own vehicle or reliable access to transportation for work purposes
- Clear criminal record
Candidates with prior advisory or insurance sales experience will have an added advantage.
Required Skills
The ideal candidate should demonstrate:
- Strong consultative selling skills
- Customer-focused service delivery
- Ability to build trust and strong relationships
- Excellent communication and presentation skills
- Ability to identify and qualify sales opportunities
- Strategic and direct selling capabilities
- Customer needs analysis and solution-based selling
- Sales administration and data management skills
Core Competencies
Successful candidates are expected to display the following competencies:
- Action-oriented mindset
- Accountability and results-driven performance
- Effective collaboration and teamwork
- Strong networking ability
- Customer focus and service excellence
- Clear and professional communication
- Ability to manage stakeholder relationships
Education Requirements
Applicants must possess:
- NQF Level 4 – Grade 12 / National Senior Certificate
- School Leaving Certificate or equivalent qualification
Additional finance, business, or insurance-related qualifications will be advantageous.
Career Growth Opportunities
Joining Old Mutual provides access to a professional environment that supports career advancement and continuous development within the financial services sector.
Benefits of the role include:
- Performance-based commission earning potential
- Entrepreneurial and flexible working environment
- Continuous training and professional development
- Opportunity to build a personal client portfolio
- Exposure to industry-leading financial products and systems
- Long-term career growth opportunities
Employment Equity
Appointments will be made in accordance with Old Mutual South Africa’s Employment Equity Plan and transformation objectives. Preference may be given to candidates from designated groups in line with organisational policies.
Application Closing Date
🗓 Closing Date: 19 March 2026
⏰ Time: 23:59
Applicants are encouraged to apply before the deadline to ensure consideration.
Why Join Old Mutual?
Old Mutual remains committed to helping individuals and communities across South Africa achieve financial wellness. By joining the organisation, you become part of a trusted brand focused on empowering people while enabling employees to build rewarding and sustainable careers.
If you are passionate about financial advisory services, sales performance, and customer success, this opportunity could be the perfect next step in your professional journey.