Commissioned Financial Adviser (Heidelberg) | Old Mutual
Job Location : Gauteng, Boksburg
Deadline : January 30, 2026
About the Role
The Financial Adviser in Heidelberg drives high-RPM revenue growth by managing specialized investment data and delivering compliant wealth management solutions. Utilizing Salesforce for client engagement and Oracle for financial modeling, the advisor ensures 100% compliance with FAIS regulations. Their work mitigates operational risk by providing data-driven wealth solutions that align with the specific economic landscape of the Gauteng region.
- We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa’s leading insurance companies.
- The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing “fit for purpose” financial plans and solutions.
- Responsible for the procurement of new business
- Expand sales of products and services with existing customers
- Work mainly on own leads
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 Relationships
Competencies
- Action Oriented
- Balances Stakeholders
- Builds Networks
- Collaborates
- Communicates Effectively
- Customer Focus
- Drives Results
- Ensures Accountability
Education
- Matriculation Certificate (Matric)
Closing Date
- 15 January 2026
Career Growth & Education
A Bachelor’s degree in Finance, Economics, or Commerce is the preferred foundation, alongside the mandatory RE5 certification. Professionals can advance to Senior Wealth Manager or Team Leader roles by mastering risk assessment and digital financial planning. Pursuing specialized bootcamps in estate planning and obtaining advanced certifications through professional platforms provides a pathway to senior leadership in global financial services.
Salary & Financial Insight
Estimated monthly earnings range from R22,000 to R45,000, including a base salary and performance-based commissions. Strategic financial planning should involve a focus on building a robust retirement strategy and maintaining comprehensive income protection insurance.
Interested and Qualified candidates should Click here to Apply Now
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