Advancing Financial Advisor

Old Mutual; Hermanus; On-site; ZAR 250,000 - 400,000; Full time

Job summary

Old Mutual seeks a Financial Adviser in Hermanus who is passionate about service and building client relationships. Ideal candidates should have a minimum of a Matric qualification and a track record in financial services, along with consultative selling skills. Join Old Mutual to help clients in their financial journeys and ensure a customer-focused approach while adhering to the Employment Equity Plan.

Qualifications

• Minimum 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.
• Advantageous qualifications include FAIS requirements like Investments Class of Business.

Skills

Consultative Selling

Customer Service

Sales Software

Oral Communications

Identifying Sales Opportunities

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!