Advancing Financial Advisor

Old Mutual South Africa; Gqeberha; On-site; ZAR 150,000 - 300,000; Full time

Job summary

Old Mutual South Africa invites applications for a Financial Adviser. The role requires a Matric credential and at least 12 months’ experience in financial services within the FAIS framework. Completion of Long-term Insurance class of business is expected, with RE5 and FSCA qualifications advantageous.

The appointment will align with Old Mutual’s Employment Equity Plan. A valid driver’s licence and own car are typically required; a clear criminal and credit check is also expected.

Qualifications

• Matric or equivalent is required
• At least 12 months’ financial services experience as a Financial Adviser
• Long-term Insurance Class of Business completion required
• RE5 and FSCA-approved qualifications beneficial

Skills

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Understanding Customers

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Customer Relationships

Education

Matriculation Certificate

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.

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

• 29 November 2026 , 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!