Advancing Financial Adviser

Old Mutual Limited; George; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Old Mutual Limited in George invites applications for an Advancing Financial Adviser to join our team. You will provide consultative financial guidance and build lasting relationships with clients in the Western Cape, helping them achieve their financial goals.

Required are Matric or equivalent, at least 12 months’ experience as a Financial Adviser, and completion of Long-term Insurance; FAIS requirements (Investments Class of Business) and RE5 are advantageous.

Qualifications

• Matric or equivalent (minimum)
• At least 12 months’ financial services experience as a Financial Adviser
• Long-term Insurance Class of Business completion; FAIS requirements (Investments Class, RE5) advantageous

Skills

Consultative Selling

Customer Feedback

Customer Service

Identifying Customer Needs

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Customer Relationships

Education

Matriculation Certificate (Matric)

Job description

## Advancing Financial AdviserApply: George: Posted Today: JR-84029**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 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.***