Advancing Financial Adviser

Old Mutual South Africa; George; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual South Africa invites suitable candidates to apply for a Financial Adviser role in George. The position requires a Matriculation certificate and at least 12 months’ experience in financial services as an adviser, with Long-term Insurance Class of Business completed and RE5 or similar FAIS qualifications being a plus.

Applicants should hold a valid driver’s license with their own vehicle and be prepared for criminal and credit checks.

Qualifications

• Matriculation certificate (Matric) is required.
• Minimum 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion is required; RE5 or equivalent is advantageous.

Skills

Consultative Selling

Customer Service

Probing Questions

Qualifying Prospects

Sales Data Management

Strengthening Customer Relationships

Oral Communications

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.

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

• 29 November 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!