Advancing Financial Advisor

Old Mutual South Africa; Boksburg; On-site; ZAR 200,000 - 400,000; Full time

Job summary

Old Mutual South Africa is seeking a dedicated Financial Adviser to drive sales and enhance customer relationships while ensuring adherence to regulatory standards. The successful candidate will have essential financial services experience and demonstrate strong consultative selling skills, with a deep commitment to customer satisfaction.

Qualifications

• A minimum of Matric or equivalent.
• 12 months' financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.

Responsibilities

• Consultative selling to identify customer needs and sales opportunities.
• Manage customer relationships and service.
• Ensure compliance with regulatory examinations and requirements.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Oral Communications

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

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

11 July 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!