Advancing Financial Advisor

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

Job summary

Old Mutual seeks a Financial Adviser to join our team in Estcourt. This role involves consultative selling and customer service within the financial services sector. Applicants must have at least 12 months of experience in the financial industry and achieve relevant insurance qualifications. The position promises growth in a supportive environment focused on the African opportunity. We encourage diversity reflecting the designated group in line with our Employment Equity Plan.

Qualifications

• A minimum of Matric or equivalent.
• A minimum of 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion.
• Completion of additional FAIS requirements such as Investments Class of Business and the Regulatory Examination 5 (RE5) is advantageous.

Responsibilities

• Engage in consultative selling to identify and meet customer needs.
• Provide excellent customer service and maintain strong customer relationships.
• Utilize sales software and manage sales data effectively to track performance.

Skills

Consultative Selling

Customer Service

Evaluating Information

Identifying Customer Needs

Strategic Selling

Education

NQF Level 4 - Grade 12 or equivalent

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 is 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!