12 Financial Advisors jobs in Bloemfontein

Location: Bloemfontein, Free State

A leading financial services firm is expanding their team and wishes to hire an experienced Property Finance Consultant.

As an experienced Property Finance Consultant, you will be responsible for actively prospecting potential home loan clients through lead providers (agents and originators) and through personal marketing and people engagement opportunities. You will use the appropriate needs analysis based selling techniques to either switch clients from other financial institutions or offer them new home finance packages that are tailor-made and accompanied by the firm’s exceptional service.

Key Responsibilities:

• Source potential clients.
• Identify needs.
• Match relevant product package to relevant need.
• Explain the LOA (Final Grant) and close the deal.
• Maintain customer contact and follow-up.
• Applications capture and file construction.

Qualifications and Experience:

• Minimum of 3 years in external sales/hunting sales, Financial Sales/Home loan sales/Property Sales experience required.
• Stable career track record is essential.
• Must have a clear credit and criminal record.
• Minimum 2 years proven track record in an external sales/hunting sales environment (sales leagues/rankings; records, and achievements).
• Must have operated in an environment that requires proactive prospecting (a hunter) and have worked in a pressurized sales environment.
• Exceptionally strong admin skill set.
• Own reliable transport is essential.

If you meet all the requirements specified above and are interested in furthering the process, kindly contact Patricia Jacobs by sending your detailed CV to

• Medical Aid
• Performance Bonus
• Provident Fund
• Commission

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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.

1. Responsible for the procurement of new business
2. Expand sales of products and services with existing customers
3. Work mainly on own leads

31 January 2026

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

Commissioned Financial Advisor page is loadedCommissioned Financial Advisor Apply locations Bloemfontein time type Full time posted on Posted 3 Days Ago job requisition id JR-67062

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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

Competencies

Education

Closing Date

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

Advancing Financial Advisor page is loadedAdvancing Financial Advisor Apply locations Bloemfontein time type Full time posted on Posted Today job requisition id JR-68185

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

na

Skills

Competencies

Education

Closing Date

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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

Competencies:

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Drives Results
• Ensures Accountability

Closing Date: 29 June 2025, 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

Aspire to be a Financial Advisor

We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing "fit for purpose" financial plans and solutions.

Skills

• Building Trust
• Consultative Selling
• Customer Feedback Management
• 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
• Decision Quality
• Ensures Accountability

Education

NQF Level 7 - Degree, Advanced Diploma, or Postgraduate Certificate or equivalent

Closing Date

22 July 2025, 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

Old Mutual Limited is a pan-African investment, savings, insurance, and banking group.

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at or 407-000-000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: NYC applicants may request an alternative process or accommodation at or 407-000-000.

Commissioned Financial Advisor page is loaded Commissioned Financial Advisor Apply locations Bloemfontein time type Full time posted on Posted 3 Days Ago job requisition id JR-67062

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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

Competencies

Education

Closing Date

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

Closing Date: 2023/03/31

Reference Number: MMH230303-24

Job Title: Financial Advisor - Free State Central

Position Type: Permanent

Role Family: Sales

Cluster: Metropolitan Life

Remote Opportunity: None

Location - Country: South Africa

Location - Province: Free State

Location - Town / City: Bloemfontein

Metropolitan is one of the oldest financial services brands in South Africa, with a 125-year legacy of serving communities by providing affordable financial solutions that promote growth and security.

It operates in South Africa and seven other African countries, including Namibia, Botswana, Kenya, Ghana, and Lesotho. Metropolitan offers financial wellness solutions tailored for low-income clients, such as funeral insurance, health, savings, hospital cash-back cover, retirement solutions, and life insurance.

Attract, acquire, and retain clients by selling company products, generating new business, and providing after-sales service to ensure client retention, increase market share, and contribute to the company's long-term viability.

• 1-2 years’ experience in a financial advice role (essential)
• 1-3 years’ experience in the financial services industry (desirable)
• Degree in Financial Planning, Business, Finance, Economics, or equivalent
• Certificate of proficiency in Insurance or equivalent
• Specific licensing or registration
• Certified Financial Planner (CFP) or equivalent registration
• Interpersonal skills
• Knowledge of the financial services industry
• Knowledge of relevant legislation

• Engage with prospective clients to highlight features and benefits of products based on their financial needs.
• Sell products aligned with clients' financial goals after conducting affordability analysis.
• Advise on tax and legal implications of products or changes.
• Accurately capture client information and sales actions in the system.
• Complete administrative and reporting tasks within set timeframes.
• Achieve targets for production, quality, and conversion, ensuring compliance with legislative requirements.
• Provide financial advice to enhance clients’ financial wellness.

• Investigate client queries within the service level agreement and provide timely feedback.
• Escalate queries when necessary.
• Provide accurate information and advice to ensure appropriate services.
• Report on service delivery against targets and agreements.
• Build and maintain relationships with clients and stakeholders.
• Recommend improvements in client service and fair treatment.
• Participate in a culture of rewarding relationships and exceptional service.
• Proactively promote products through professional financial advisory services.

• Develop collaborative relationships with peers and stakeholders.
• Participate in change initiatives positively.
• Continuously develop professional and industry knowledge.
• Contribute to innovation through new ideas.

• Identify solutions to improve cost-effectiveness and operational efficiency.
• Manage resources responsibly.
• Contribute to risk identification and communicate recommendations.
• Analyze information thoroughly and seek solutions.
• Engage confidently with people, persuade, and articulate information effectively.
• Maintain a positive outlook, meet deadlines, and adhere to procedures.

External Part-time Financial Advisor page is loadedExternal Part-time Financial Advisor Apply locations Bloemfontein time type Full time posted on Posted 26 Days Ago job requisition id JR-68254

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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

Competencies

Education

Closing Date

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!