Advancing Financial Adviser

Old Mutual South Africa; Worcester (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser with a minimum of 12 months financial services experience and a Matric (or equivalent) to join our client-focused team.

The role requires completion of FAIS responsibilities such as Investments Class of Business and RE5; a valid driver's license and a clear criminal/credit check are essential. Training and career progression are provided in a diverse, metrics-driven environment.

Qualifications

• Matric or equivalent required.
• At least 12 months’ financial services experience as a Financial Adviser.
• Minimum Long-term Insurance Class of Business completion.
• FAIS requirements such as Investments Class of Business; RE5 advantageous.

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Opportunities

Oral Communications

Education

Matriculation Certificate (Matric)

Job description

Let's Write Africa's Story Together!

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

Let's Write Africa's Story Together!

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

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

• Matriculation Certificate (Matric)

Closing Date

19 October 2026 , 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!