Advancing Financial Adviser

Old Mutual Limited; East London; On-site; ZAR 200,000 - 350,000; Full time

Job summary

Old Mutual Limited is hiring a Financial Adviser in East London. The role involves providing personal financial advice, building client relationships, and identifying sales opportunities.

Candidates must possess at least a Matriculation Certificate and 12 months of financial services experience. Strong consultative selling skills and a valid driver's license are essential. This is an exciting opportunity to advance your career in a supportive environment.

Qualifications

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

Responsibilities

• Provide personal financial advice to clients.
• Build and maintain customer relationships.
• Identify sales opportunities and client needs.

Skills

Consultative Selling

Customer Service

Sales Data Management

Oral Communications

Identifying Customer Needs

Education

Matriculation Certificate (Matric)

Job description

## Advancing Financial AdviserApplylocations: East Londonposted on: Posted Todayjob requisition id: JR-80399**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 equivalentA minimum 12 months’ financial services experience as a Financial AdviserA 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 carA 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 July 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!*****0:00 / 2:28### WHY PFA IS THE BEST**FIND FINANCIAL FREEDOM WITH PERSONAL FINANCIAL ADVICE**Personal Financial Advice (PFA) is the biggest distribution channel in Old Mutual and has more than 2 500 advisers that span the length and breadth of South Africa.PFA not only facilitates a bolder financial future, but empowers you and your practice with the tools and confidence to provide exceptional advice and quality service to your customers.**TAKE YOUR CAREER TO NEW HEIGHTS**Our advisers define their own destinies, forging an entirely unique, exciting career path along the way. Whether you’re a recent graduate on your way up, or an established financial adviser looking for a new challenge to give you that competitive edge, we’ll meet you where you are now, then equip you with the world-class tools and support you need to take your career to unparalleled new heights.As part of our PFA family, you’ll have the opportunity to build from an unmatched foundation of established, multinational, and diverse financial services, which puts our people at the heart of everything we do.### Please scan the QR code for more...**#AdvisersWhoDoGreatThingsEveryDay**