Advancing Financial Advisor

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

Job summary

Old Mutual is seeking a Financial Adviser to join their team in Butterworth, South Africa. The ideal candidate should possess at least a Matric qualification, financial services experience, and relevant insurance qualifications. The successful applicant will be responsible for providing financial advice and ensuring compliance with business requirements. A driver's license and clear criminal record are essential. The position supports the Employment Equity Plan for designated groups.

Qualifications

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

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Evaluating Information

Identifying Sales Opportunities

Oral Communications

Strategic Selling

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 of 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

24 July 2025, 23:59

Note: 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!