Salaried Financial Advisor – Join Old Mutual

Old Mutual

Location: Ermelo, South Africa
Company: Old Mutual
Job Type: Full-Time
Salary: Salaried + Performance Incentives

 Build Your Career in Finance & Sales

Old Mutual is hiring Salaried Financial Advisors to help grow their customer base and deliver financial solutions across South Africa.

This role is perfect for individuals who enjoy sales, networking, and helping people achieve financial security.

 Job Purpose

Provide financial advice on a range of products while building strong client relationships and driving sales performance.

 Key Responsibilities

 Customer Service & Relationship Management

  • Deliver excellent customer service
  • Resolve client queries and issues
  • Build long-term client relationships

 Sales & Business Development

  • Identify new sales opportunities
  • Grow personal client network
  • Represent the company at events

 Customer Needs Analysis

  • Conduct sales meetings and presentations
  • Understand customer financial goals
  • Recommend suitable financial solutions

 CRM & Data Management

  • Capture and manage client data
  • Schedule follow-ups and maintain records

 Market & Data Analysis

  • Monitor sales trends and market opportunities
  • Conduct research to support decision-making

 Minimum Requirements

  • Grade 12 (Matric)
  • Valid driver’s license + own car
  • FAIS compliant
  • Clear criminal and credit record
  • Minimum 3 years working experience (sales preferred)
  • Computer literacy (MS Word, PowerPoint, Outlook)

 Key Skills

  • Consultative selling
  • Customer relationship management
  • Communication & presentation skills
  • Strategic selling
  • Networking & prospecting

 Competencies

  • Customer-focused
  • Results-driven
  • Strong communicator
  • Ability to build networks
  • Accountability and professionalism

 Education

  • NQF Level 5 qualification (or equivalent)

 Why Join Old Mutual?

  • Work for a top African financial services company
  • Strong career growth and development opportunities
  • Performance-based earning potential
  • Exposure to diverse financial products

 Closing Date

14 June 2026

 Important Notes

  • Employment Equity principles apply
  • Only shortlisted candidates will be contacted

 How to Apply

Apply directly via Old Mutual careers portal.

To apply for this job please visit oldmutual.wd3.myworkdayjobs.com.

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