Advancing Financial Adviser

Old Mutual; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in Cape Town is looking for a Financial Adviser to join their team. The ideal candidate should possess a Matriculation Certificate and a minimum of 12 months’ experience in financial services. This role involves consultative selling and strengthening customer relationships. A valid driver’s licence is required, and candidates from the designated group are encouraged to apply.

Qualifications

• Minimum of Matric or equivalent.
• Minimum of 12 months’ financial services experience as a Financial Adviser.
• Minimum Long-term Insurance Class of Business completion.

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

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.

Qualifications and Experience

• Minimum of Matric or equivalent
• Minimum 12 months’ financial services experience as a Financial Adviser
• 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

• 16 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!