Advancing Financial Adviser

Old Mutual Limited; Pretoria; On-site; ZAR 220,000 - 380,000; Full time

Job summary

Old Mutual Limited in Pretoria is seeking an Advancing Financial Adviser with a minimum of Matric or equivalent and at least 12 months in financial services as a Financial Adviser. Completion of Long-term Insurance Class of Business and FAIS requirements are preferred, with RE5 advantageous.

A valid driver’s license and own car are required, along with clear criminal and credit checks. The role focuses on consultative selling, customer understanding, and identifying sales opportunities while

Qualifications

• Matric or equivalent
• 12 months’ financial services experience as a Financial Adviser
• Long-term Insurance Class of Business completion
• Completion of FAIS requirements; RE5 advantageous

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Customer Feedback Management

Customer Focus

Evaluating Information

Education

NQF Level 4 - Grade 12

Job description

## Advancing Financial AdviserApply: Pretoria: Full time: Posted Today: JR-82438**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 RegulatoryExamination 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**19 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.***