Advancing Financial Adviser Campaign (Free state)

Old Mutual South Africa; Bloemfontein; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser in Bloemfontein to provide consultative financial guidance to clients, assess needs, and present suitable long‑term insurance solutions. Candidates should have a minimum of 12 months’ financial services experience, hold a Matric, and be prepared to complete FAIS requirements, including Investments Class of Business and RE5 where applicable.

The role also calls for a valid driver’s licence, own car, and the ability to establish trust with

Qualifications

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

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

30 October 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!