Advancing Financial Advisor

Old Mutual South Africa; Gqeberha; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Join Old Mutual South Africa as a Financial Adviser and be part of a team committed to writing Africa's story. This role requires a Matric qualification and at least 12 months of financial services experience. You will manage client relationships and provide tailored financial solutions.

Qualifications

• Minimum 12 months’ financial services experience as a Financial Adviser.
• Completion of FAIS requirements such as Investments Class of Business and RE5 is advantageous.
• Valid driver’s license and own car required.

Responsibilities

• Manage and advise clients on financial products and services.
• Identify customer needs and provide suitable financial solutions.
• Maintain relationships and ensure customer satisfaction.

Skills

Consultative Selling

Customer Service

Sales Software

Education

Matriculation Certificate

Job description

1 day ago Be among the first 25 applicants

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

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!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Old Mutual South Africa by 2x

Get notified about new Financial Advisor jobs in Port Elizabeth, Eastern Cape, South Africa.

Branch Consultants /Inhouse advisor -Port Elizabeth X2

Port Elizabeth, Eastern Cape, South Africa 3 weeks ago

Talent Pool: Investment Consultant (Port Elizabeth) MMH250416-22

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.