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

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

Job summary

A leading financial services provider is seeking a Financial Adviser in Ladysmith, KwaZulu-Natal. The ideal candidate will have a Matric qualification, at least 12 months' experience in financial services, and strong consultative selling skills. You will be responsible for translating customer engagements into sales and maintaining effective client relationships. A valid driver's license and excellent communication skills are essential for this role. Applications close on 29 November 2025.

Qualifications

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

Responsibilities

• Translate customer engagements into sales.
• Manage client relationships effectively.
• Conduct financial assessments and provide recommendations.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Identifying Sales Opportunities

Qualifying Prospects

Sales Data Management

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!