Advancing Financial Adviser

Old Mutual South Africa; Komani; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser in Komani (Eastern Cape) with Matric and at least 12 months’ financial services experience. The role requires a valid driver’s license, clear credit and criminal checks, and FAIS-related qualifications.

You will engage clients with consultative selling, identify opportunities, manage sales data, and build lasting customer relationships while maintaining high service standards and compliance with regulatory requirements.

Qualifications

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

Skills

Consultative Selling

Customer Service

Customer Understanding

Identifying Customer Needs

Identifying Sales Opportunities

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Oral Communications

Probing Questions

Qualifying Prospects

Evaluating Information

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!