Advancing Financial Advisor

Old Mutual; Boksburg; On-site; ZAR 250,000 - 450,000; Full time

Job summary

Old Mutual seeks a Financial Adviser to help write Africa's story through exceptional service and consultative selling. Applicants should have at least 12 months in financial services, relevant qualifications, and a commitment to fostering customer relationships. This role offers a chance to thrive in a dynamic environment while contributing to Old Mutual's vision for the continent.

Qualifications

• Minimum 12 months' financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.
• Completion of additional FAIS requirements is advantageous.

Responsibilities

• Engage in consultative selling to identify customer needs.
• Provide customer feedback management and service.
• Build and strengthen customer relationships.

Skills

Consultative Selling

Customer Service

Oral Communications

Identifying Sales Opportunities

Evaluating Information

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

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

13 June 2025 , 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!