Commissioned Financial Adviser- Pretoria | Old Mutual
Job Location : Gauteng, Pretoria
Deadline : January 30, 2026
About the Role
The Financial Adviser in Pretoria manages high-RPM urban financial data to ensure the delivery of compliant banking and insurance solutions. Utilizing Oracle for financial reporting and Salesforce for client lifecycle management, the professional ensures 100% compliance with national financial governance. Their work minimizes operational risk by providing technical data-driven insights necessary for sustainable wealth management and business growth in the capital.
- 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 degree in Commerce, Finance, or Law is the essential academic foundation, with growth supported by completing the RE5 regulatory examination and working toward the CFP designation. Advancement moves toward Investment Specialist or Branch Manager roles. Pursuing specialized bootcamps in digital finance and obtaining professional certifications through global platforms provides a pathway to senior leadership in the fintech sector.
Salary & Financial Insight
Estimated monthly earnings range from R25,000 to R48,000, reflecting the high demand for specialized financial advisory in urban hubs. Focused financial planning should include building a robust retirement strategy and exploring tax-efficient investment vehicles like tax-free savings accounts.
Interested and Qualified candidates should Click here to Apply Now
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