Advancing Financial Adviser-Port Elizabeth

Old Mutual; Gqeberha; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services company in Eastern Cape seeks a Financial Adviser. Candidates must have at least a Matric, a year of experience in financial services, and complete FAIS requirements. The role demands consultative selling skills and strong customer service orientation. This is an on-site position in Gqeberha.

Qualifications

• A minimum of Matric or equivalent.
• A minimum 12 months’ financial services experience as a Financial Adviser.
• Completion of additional FAIS requirements such as Investments Class of Business.

Skills

Consultative Selling

Customer Service

Strategic Selling

Education

Matriculation Certificate (Matric)

Job description

Overview

Job title : Advancing Financial Adviser-Port Elizabeth

Job Location : Eastern Cape, Port Elizabeth

Deadline : December 30, 2025

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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

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

• Matriculation Certificate (Matric)

Closing Date

• 16 October 2025

Sales / Retail / Business Development jobs