Advancing Financial Adviser

Old Mutual South Africa; Gqeberha; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider is seeking a Financial Adviser in Gqeberha. The ideal candidate must have a Matric Certificate and at least 12 months of financial services experience. Key skills include consultative selling and customer service. Additional qualifications in long-term insurance will be advantageous. This position offers an opportunity to contribute to the African story and grow with the company.

Qualifications

• Minimum of Matric or equivalent is required.
• At least 12 months of financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business is a must.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Oral Communications

Sales Data Management

Strategic Selling

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.

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 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!