Advancing Financial Adviser ( Somerset West )

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

Job summary

A leading financial services provider in Cape Town seeks a Financial Adviser. Applicants must have at least a Matric qualification and 12 months in financial services. Skills in consultative selling and customer service are essential. The role requires a valid driver’s license and the ability to conduct sales effectively within the designated group as per Employment Equity Plan.

Qualifications

• A minimum of Matric or equivalent.
• 12 months’ financial services experience as a Financial Adviser.
• Completion of additional FAIS requirements will be advantageous.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Identifying Customer Needs

Sales Software

Education

Matriculation Certificate (Matric)

Job description

Overview

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

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 , 23:59

EEO / Employment Equity

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!