Advancing Financial Adviser (Richards Bay/ Empangeni/ Esikhawini and Surrounds)

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

Job summary

A financial services provider in KwaZulu-Natal is looking for a Financial Adviser. Applicants should have at least a Matric, a minimum of 12 months' experience in financial services, and a valid driver’s license. The role requires excellent communication skills and a customer-focused approach. The selected candidate will be part of a vibrant team aiming to drive customer satisfaction and achieve sales goals. This is an exciting opportunity for motivated individuals eager to grow their financial careers.

Qualifications

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

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Identifying Sales Opportunities

Qualifying Prospects

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!