Advancing Financial Adviser Campaign (KZN)

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

Job summary

A leading financial services provider in KwaMakhutha seeks a Financial Adviser to enhance customer service and sales strategies. The ideal candidate will possess 12 months of experience in financial services and hold an NQF Level 4 qualification. Responsibilities include consultative selling and identifying customer needs. This role offers competitive benefits and is part of a diverse team committed to Africa's growth.

Qualifications

• A minimum of Matric or equivalent.
• 12 months’ financial services experience as a Financial Adviser.

Skills

Consultative Selling

Customer Feedback Management

Sales Software

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!