Advancing Financial Adviser (Port Shepstone/ Kokstad/ Harding/ Umzimkhulu/ Mt Frere)

Old Mutual; Port Shepstone; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A prominent financial services provider in South Africa is seeking a motivated Financial Adviser to join their team in Port Shepstone. The ideal candidate will have a Matric qualification, at least 12 months of experience in financial services, and a strong customer focus. Ideal candidates should be entrepreneurial and possess excellent communication skills. This role involves engaging customers, identifying their financial needs, and offering tailored solutions. A valid driver's license and own car are essential for this position.

Qualifications

• 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.

Responsibilities

• Engage with customers to identify needs and provide financial advice.
• Achieve sales targets through consultative selling.
• Manage customer feedback and foster strong relationships.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Sales Software

Education

NQF Level 4 - Grade 12

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!