Advancing Financial Adviser (Hillcrest/ Pinetown/ Highway and Surrounds)

Old Mutual; Theewaterskloof Local Municipality; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services company is seeking a Financial Adviser to engage with customers and drive sales. The ideal candidate will have at least 12 months of experience in financial services and must possess Matric. Responsibilities include understanding customer needs and providing high-quality service. A valid driver's license and a clear criminal record are also required. This is a great opportunity to be part of a dynamic team in Theewaterskloof.

Qualifications

• A minimum of Matric or equivalent.
• A minimum 12 months’ financial services experience as a Financial Adviser.
• Completion of additional FAIS requirements is advantageous.

Responsibilities

• Translate customer engagements into sales.
• Collate, analyse and synthesise information.
• Provide excellent customer service.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Evaluating Information

Strategic Selling

Education

NQF Level 4 - Grade 12

Job description

Overview

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

29 November 2025, 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!

The Old Mutual Story!