Advancing Financial Advisor

Old Mutual South Africa; Gqeberha; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm is seeking a Financial Adviser based in Gqeberha, Eastern Cape. The ideal candidate will have at least 12 months of experience in financial services and possess a Matriculation Certificate. Responsibilities include consultative selling, managing customer relationships, and identifying sales opportunities. A valid driver's license and personal vehicle are required alongside a clear criminal and credit check. Enhance your career with an opportunity at a respected company, closing date for applications is January 22, 2026.

Qualifications

• A minimum of Matric or equivalent.
• A minimum 12 months’ financial services experience as a Financial Adviser.
• Completion of additional FAIS requirements such as Investments Class of Business, RE5, an FSCA-approved qualification is advantageous.

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

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

22 January 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!