Advancing Financial Advisor

Old Mutual; Caledon; On-site; ZAR 250,000 - 600,000; Full time

Job summary

Old Mutual is seeking to hire a Financial Adviser in Caledon, Western Cape. Candidates should have a matric qualification, experience in the financial services sector, and possess sales-oriented skills. An understanding of consultative selling, customer service, and strategic selling is essential for this role. A valid driver's license and a clean criminal and credit record are also required. The closing date for applications is July 24, 2025.

Qualifications

• A minimum of Matric or equivalent.
• 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.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Sales Software

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 license 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

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!