Advancing Financial Advisor

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

Job summary

Old Mutual seeks a Financial Adviser committed to tapping into Africa's potential. With at least a Matric, 12 months experience, and specific FAIS qualifications, candidates will assist in providing tailored financial solutions. This role requires consultative selling and customer-centric skills, along with a clear criminal and credit check for compliance.

Qualifications

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

Skills

Consultative Selling

Customer Feedback Management

Customer Focused

Customer Service

Identifying Sales Opportunities

Strategic Selling

Education

Matriculation Certificate (Matric)

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

Matriculation Certificate (Matric)

Closing Date

17 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!