Advancing Financial Adviser

Old Mutual; Boksburg; On-site; ZAR 200 000 - 400 000; Full time

Job summary

A leading financial services firm seeks Financial Advisers in Boksburg. Candidates must have Matric, 12 months experience, and completion of Long-term Insurance Class of Business. Strong consultative selling and customer service skills are essential. A valid driver's license and car are required. The role involves building customer relationships and ensuring compliance with financial regulations. Applications close on 14 November 2025.

Qualifications

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

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

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 NeedsIdentifying 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

14 November 2025, 23 : 59