Advancing Financial Adviser

Old Mutual; Queenstown; On-site; NZD 60,000 - 90,000; Full time

Job summary

Old Mutual is seeking an Advancing Financial Adviser in Queenstown to deliver consultative financial planning and client-focused service. Applicants should have at least 12 months in financial services and hold the Long-term Insurance Class of Business, with RE5 advantageous.

A valid driver's license, own car, and clear background checks are required; related FAIS qualifications are preferred. The role supports growth in a dynamic market.

Qualifications

• Matric or equivalent is required.

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Sales Data Management

Strategic Selling

Interpersonal Savvy

Education

Matriculation Certificate

Tools

Sales Software

Job description

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

Qualifications and Experience

A minimum of Matric or equivalent

A minimum 12 months’ financial services experience as a Financial Adviser

A minimum of Long-term Insurance Class of Business completion.

Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.

Other requirements

A valid driver’s licence and own car

A clear criminal and credit check

Skills

Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Interpersonal Savvy

Manages Complexity

Education

Matriculation Certificate (Matric)

Closing Date

29 November 2026 , 23:59

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Advancing Financial Adviser • Queenstown