Advancing Financial Adviser (Mthatha and Surrounds)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Mthatha; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a Financial Adviser in the Eastern Cape, Mthatha area. The role requires Matric or equivalent, at least 12 months in financial services as a Financial Adviser, and completion of Long-term Insurance and FAIS qualifications; RE5 or FSCA credentials are a plus.

Candidates must hold a valid driver’s licence and own car, have clear criminal and credit checks, and demonstrate excellent communication, planning, and a customer‑centric,

Qualifications

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

Responsibilities

• Consult customers to identify needs and opportunities and to translate engagements into sales.
• Maintain compliant processes and documentation to support financial advisory activities.

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

Education

NQF Level 5

Job description

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 5 - Higher, Advance 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!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.