The Role
The Financial Advisor at Old Mutual is responsible for client acquisition, selling financial products, conducting needs analyses, and maintaining client relationships to meet production targets.
Summary Generated by Built In
Lets Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
naA Financial Advisor at Old Mutual is responsible for growing the company's client base, selling financial products, and providing sound financial advice to help clients achieve their long-term financial goals.Responsibilities Prospect and recruit new clients through networking, referrals, and community engagement
- Conduct detailed financial needs analyses for clients
- Recommend and sell Old Mutual products including:
- Life insurance policies
- Savings and investment plans
- Education plans
- Present and explain product benefits, premiums, and terms clearly
- Build and maintain long-term client relationships
- Meet and exceed monthly production targets
- Submit accurate client applications and documentation
- Attend regular training and development sessions
- Comply with Old Mutual's code of conduct and NIC regulations
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 RelationshipsCompetencies
Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures AccountabilityEducation
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalentClosing Date
27 May 2026 , 23:59The Old Mutual Story!
Skills Required
- NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
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The Company
What We Do
Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica
