Advancing Financial Adviser

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

Job summary

Old Mutual South Africa is hiring a Financial Adviser to help clients with long-term financial solutions. The role requires a Matric or equivalent and at least 12 months' financial services experience as a Financial Adviser.

A Completion of Long-term Insurance Class of Business is required, with FAIS requirements such as Investments Class of Business, RE5, and an FSCA-approved qualification being advantageous. A valid driver’s licence and own car are essential.

Qualifications

• Matric or equivalent is required.
• At least 12 months' financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion.
• FAIS requirements such as Investments Class of Business, RE5, FSCA-approved qualification advantageous.

Skills

Consultative Selling

Customer Service

Customer Understanding

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

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

• NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

• 29 September 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!