Advancing Financial Adviser

Old Mutual South Africa; Alberton; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm is seeking a Financial Adviser to join their team in Alberton, Gauteng. The ideal candidate will possess at least 12 months of experience in the financial services sector, focusing on providing exceptional customer service. Qualifications include a valid driver’s license, a clear criminal and credit check, and completion of relevant insurance classes. This role offers the opportunity to develop professionally while contributing to Old Mutual's mission.

Qualifications

• Minimum of Matric or equivalent required.
• At least 12 months of financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.

Skills

Consultative Selling

Customer Service

Identifying Sales Opportunities

Oral Communications

Sales Software

Education

NQF Level 4 - Grade 12 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

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

23 October 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!