Advancing Financial Adviser Campaign - Cape

Old Mutual South Africa; Cape Town; On-site; ZAR 120,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser to engage clients, provide consultative financial guidance, and drive opportunities within the South Africa market. The role emphasizes customer service, needs analysis, and building trusted relationships with clients.

The position requires Matric, 12+ months in financial services as an adviser, and insurance product knowledge. A valid driver's license and credit/criminal checks are required.

Qualifications

• Matric or equivalent is required.
• At least 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion is required.
• RE5 and FSCA-approved qualifications are advantageous.

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

Education

Grade 12 / Matric 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

30 December 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!