Advancing Financial Adviser

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

Job summary

A leading financial services company in George is seeking a Financial Adviser to join their team. Candidates must have a Matric qualification and at least 12 months of experience in financial services. Key skills include consultative selling and strong customer service abilities. The closing date for applications is 16 October 2025.

Qualifications

• A minimum of Matric or equivalent.
• A minimum of 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.
• Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5).

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!

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

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!