Advancing Financial Adviser (Newcastle/ Vryheid and Surrounds)

Old Mutual South Africa; Newcastle (CA); On-site; USD 11,000 - 19,000; Full time

Job summary

Old Mutual South Africa is seeking a motivated Financial Adviser to partner with clients, assess financial needs, and present suitable long-term insurance and investment solutions. The role requires a solid customer focus, clear communication, and the ability to translate conversations into meaningful financial plans.

You will maintain a compliant practice under FAIS requirements, complete required qualifications, regularly review client portfolios, and generate sales through consultative

Qualifications

• Matric or equivalent (NQF Level 4) required.
• 12 months financial services experience as Financial Adviser required.
• Long-term Insurance Class of Business completion required.
• Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5) will be advantageous.

Responsibilities

• Understand client needs to translate engagements into sales.
• Provide consultative selling and service to clients.
• Maintain compliance with FAIS and regulatory requirements.

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

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

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.

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


• Proven computer literacy


• Excellent communication skills (written and verbal)


• Sound planning and organising abilities


• Ability to collate, analyse and synthesise information


• Entrepreneurial mindset


• Sound business acumen


• Grit, resilience and tenacity


• Excellent listening skills with the ability to translate customer engagements into sales.

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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

30 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!