Advancing Financial Adviser

oldmutual; George; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser in George, Western Cape. The role requires at least 12 months' financial services experience and a Matric certificate, with Long-term Insurance Class of Business completion and FAIS qualifications such as Investments Class of Business and RE5 advantageous.

Applicants must hold a valid driver's license with own car, and clear criminal and credit checks. The successful candidate will focus on consultative selling, customer service excellence,

Qualifications

• Matric or equivalent.
• Minimum 12 months' financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion.
• FAIS requirements such as Investments Class of Business; RE5; FSCA-approved qualification advantageous.
• Valid driver''s license and own car.
• Clear criminal and credit check.

Skills

Consultative Selling

Customer Service

Qualifying Prospects

Sales Data Management

Identifying Customer Needs

Oral Communications

Education

Matriculation Certificate (Matric)

Long-term Insurance Class of Business completion

FAIS – Investments Class of Business

RE5 (Regulatory Examination)

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

Matriculation Certificate (Matric)

Closing Date

19 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.