Advancing Financial Adviser

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

Job summary

A leading financial services company in Hermanus is looking for a Financial Adviser to contribute to their mission. Candidates must have a Matriculation Certificate and at least 12 months of experience in the financial services field. Strong customer service and consultative selling skills are essential. Applications close on 16 October 2025.

Qualifications

• Minimum of Matric or equivalent.
• 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Identifying Customer Needs

Oral Communications

Qualifying Prospects

Strategic Selling

Education

Matriculation Certificate (Matric)

Job description

Overview

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

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!