Advancing Financial Adviser (Mthatha and Surrounds)

Old Mutual; Bizana; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading South African financial services provider is seeking a Financial Adviser to join their team in Bizana. The ideal candidate will have at least 12 months of experience, a Matric qualification, and a background in long-term insurance. Key responsibilities include managing customer relationships, providing financial advice, and driving sales. This position offers an opportunity to grow within a supportive environment focused on enhancing your skills and career development.

Qualifications

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

Responsibilities

• Manage customer engagements effectively to drive sales.
• Build and maintain strong customer relationships.
• Provide guidance and advice on financial solutions.

Skills

Consultative Selling

Customer Service

Sales Data Management

Oral Communications

Probing Questions

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
• 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 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!