Advancing Financial Adviser Campaign (KZN)

Old Mutual; Gauteng; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a Financial Adviser to drive customer engagement and financial solutions. Candidates should have at least 12 months of experience in financial services and possess strong consultative selling skills. A valid driver's licence and reliable vehicle are essential. This role offers an opportunity to contribute to a dynamic team focused on customer service excellence.

Qualifications

• Minimum of Matric or equivalent.
• 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Identifying Customer Needs

Sales Data Management

Strategic Selling

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

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.

The Old Mutual Story!