Advancing Financial Adviser (Mthatha and Surrounds)

Old Mutual South Africa; Mthatha; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services institution in Mthatha seeks a Financial Adviser to join their team. The successful candidate must have a minimum of Matric and 12 months’ financial services experience. Ideal candidates will possess additional qualifications such as the Long-term Insurance Class of Business and will be skilled in consultative selling and customer service. Applicants should have a valid driver’s license and show an entrepreneurial mindset, with a strong focus on building customer relationships and achieving sales targets.

Qualifications

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

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Sales Data Management

Strategic Selling

Education

NQF Level 4 - Grade 12 or equivalent

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!