Advancing Financial Adviser

Old Mutual South Africa; Mossel Bay; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa seeks a Financial Adviser in Mossel Bay, Western Cape. The role requires Matric, at least 12 months’ financial services experience, and completion of Long-term Insurance Class of Business.

Additional FAIS requirements such as Investments Class of Business and the RE5 exam are advantageous. A valid driver’s license and own car are required, with a clear criminal and credit check. The appointment will be made from the designated group per Employment Equity.

Qualifications

• Matric required as minimum.
• At least 12 months financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion required.
• FAIS requirements such as Investments Class of Business and the RE5 exam are advantageous.

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Customer Feedback Management

Relationship Building

Cross-Selling

Education

Matriculation Certificate (Matric)

Tools

Sales Software

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

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.

The Old Mutual Story!