Commissioned Financial Advisor

About the role

Old Mutual is seeking a Commissioned Financial Advisor to provide expert advice on a range of financial products to an allocated market. The role combines customer service, solution analysis, and business development to drive growth and retain clients.

Key responsibilities

• Deliver high‑quality service to customers, processing cases and resolving complex queries.
• Analyze customer problems to propose technical or professional solutions.
• Receive and assist visitors, referring complex matters to colleagues.
• Maintain accurate CRM data, schedule follow‑up actions, and create call plans.
• Clarify customer needs, tailor presentations, and gather information to assess interest.
• Develop relationship management plans for prospective accounts and build networks with decision‑makers.
• Ensure compliance with organisational policies and regulatory codes.
• Monitor sales and market data for a specific geographic region to identify development opportunities.
• Represent the organisation at sector events, gather market intelligence, and enhance brand visibility.
• Conduct research using primary data sources and business intelligence tools.

Required profile

• Minimum education: Grade 12.
• Strong customer‑service orientation and problem‑solving abilities.
• Ability to work independently and meet performance targets.
• Understanding of regulatory and compliance standards in financial services.

Required skills