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Advancing Financial Adviser (Ladysmith/ Dundee/ Glencoe and Surrounds)

Old Mutual

Dundee

On-site

ZAR 200,000 - 300,000

Full time

Today
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Job summary

A financial services company in KwaZulu-Natal seeks a Financial Adviser. This role requires at least 12 months of experience in financial services and the ability to provide outstanding customer support. Candidates must hold a Matric qualification and possess consultative selling skills. The successful applicant will enjoy a supportive environment that prioritizes customer engagement and sales.

Qualifications

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

Responsibilities

  • Collate, analyse, and synthesise information for effective selling.
  • Maintain excellent relationships with customers.
  • Convert customer engagements into sales.

Skills

Consultative Selling
Customer Feedback Management
Customer-Focused
Customer Service
Identifying Customer Needs
Sales Software
Strategic Selling

Education

NQF Level 4 - Grade 12 or equivalent
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!

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