Advancing Financial Adviser (Pietermaritzburg/ Howick and Surrounds)

Old Mutual Limited; Estcourt; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in South Africa is seeking a Financial Adviser with a background in financial services. The role requires Matric, at least 12 months’ experience, and completion of Long-term Insurance Class of Business; FAIS qualifications such as RE5 are advantageous.

Ideal candidates demonstrate strong communication, a client-focused approach, and the ability to identify sales opportunities while maintaining integrity and compliance in all interactions.

Qualifications

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

Skills

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Customer Understanding

Identifying Needs

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data

Sales Software

Strategic Selling

Relationship Building

Education

Grade 12 / Matric

National or Occupational Certificate

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 March 2027 , 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!