Advancing Financial Adviser (Kokstad/ Umzimkhulu/ Matatiele/ Mount Frere/ Harding and Surrounds)

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

Job summary

A leading financial services company in South Africa is seeking a Financial Adviser to drive sales through strong customer relationships. Candidates should have at least 12 months of financial services experience and relevant qualifications, including completion of the Long-term Insurance Class of Business. This role requires excellent communication skills, a consultative sales approach, and the ability to meet client needs effectively. The position is on-site in Kokstad and aligns with the company's commitment to diversity and inclusion.

Qualifications

• A minimum of Matric or equivalent.
• 12 months' financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Sales Data Management

Strategic Selling

Education

NQF Level 4 - Grade 12

National or Occupational Certificate

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
• 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

30 December 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!