Advancing Financial Adviser (Mthatha and Surrounds)

Old Mutual South Africa; Mthatha; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser. The role requires a Matric or equivalent and at least 12 months of financial services experience as a Financial Adviser.

Completion of Long-term Insurance Class of Business is required; RE5/FSCA qualifications are advantageous. Additional requirements include a valid driver’s licence with own car, clear criminal and credit checks, and strong communication, planning, and analytical abilities.

Qualifications

• Matric or equivalent.
• At least 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.
• RE5 and FSCA qualifications advantageous.

Responsibilities

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Opportunities

Oral Communications

Education

Matric (NQF Level 4)

Long-term Insurance Class of Business

RE5 / FSCA-qualified (advantageous)

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 October 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!