Advancing Financial Adviser

Old Mutual Limited; Komani; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in Queenstown, Eastern Cape, is seeking an Advancing Financial Adviser to deliver consultative financial guidance and drive client engagement. You will assess client needs, present suitable long-term insurance and investment solutions, and strengthen relationships with customers. The role requires Matric, 12 months of financial services experience as a Financial Adviser, FAIS qualifications, a valid driver’s license and own car.

Qualifications

• Matriculation certificate or equivalent is required.
• Minimum 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.
• FAIS requirements such as Investments Class of Business and RE5 are advantageous.
• FSCA-approved qualification is an added advantage.

Responsibilities

• Provide consultative financial advice to clients.
• Identify customer needs and sales opportunities.
• Build and strengthen client relationships.
• Maintain accurate sales data and use sales software.

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Opportunities

Oral Communication

Probing Questions

Customer Relationship

Sales Data Management

Education

Matriculation Certificate (Matric)

Job description

Advancing Financial AdviserOur website uses cookies to give you the best possible online experience. If you accept their use, continue using our site or find out how to manage cookies. View our Privacy Notice here.### Advancing Financial AdviserApply: Queenstown: Posted Today: JR-84667**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**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.***