Advancing Financial Adviser

Old Mutual; Vredenburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services company in South Africa is seeking an experienced Financial Adviser to join their team. The ideal candidate will have at least 12 months of experience in financial services, a valid driver’s license, and completion of relevant insurance qualifications. This role offers a chance to make a difference in the community while working in a dynamic and supportive environment.

Qualifications

• Minimum 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.
• FAIS requirements completion is advantageous.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Identifying Customer Needs

Sales Data Management

Education

NQF Level 4 - Grade 12

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

19 January 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!