Advancing Financial Adviser (Butterworth and Surrounds)

Old Mutual; King Sabata Dalindyebo Local Municipality; On-site; ZAR 200 000 - 350 000; Full time

Job summary

A leading financial services provider is looking for motivated individuals to join as Financial Advisers in King Sabata Dalindyebo Local Municipality, Eastern Cape. Candidates must possess at least Matric or equivalent and have 12 months of relevant experience. Proven consultative selling skills and a strong understanding of customer needs are crucial. The role involves building relationships and achieving sales targets while adhering to regulatory requirements. A valid driver's license is needed.

Qualifications

• Minimum of Matric or equivalent required.
• At least 12 months’ experience in financial services as a Financial Adviser.
• Must complete Long-term Insurance Class of Business.

Responsibilities

• Build and maintain customer relationships for achieving sales.
• Collate, analyze and synthesize customer information.
• Provide feedback and manage customer inquiries effectively.

Skills

Consultative Selling

Customer Feedback Management

Customer Focused

Customer Service

Evaluating Information

Identifying Customer Needs

Oral Communications

Qualifying Prospects

Sales Data Management

Strategic Selling

Education

NQF Level 4 - Grade 12 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
• Proven computer literacy
• Excellent communication skills (written and verbal)
• Sound planning and organising abilities
• Ability to collate, analyse and synthesise information
• Entrepreneurial mindset
• Sound business acumen
• Grit, resilience and tenacity
• Excellent listening skills with the ability to translate customer engagements into sales.

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

30 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.

Old Mutual Story!