Advancing Financial Advisor

Old Mutual; Jeffreys Bay; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Old Mutual is seeking a Financial Adviser in Jeffreys Bay, Eastern Cape. The ideal candidate will have at least 12 months of experience in financial services and hold a Matric or equivalent qualification, along with necessary FAIS requirements. Responsibilities include consultative selling, managing customer relationships, and assessing customer needs while maintaining accountability and trust. The position requires a valid driver’s license and a clear criminal and credit history. The goal is to reinforce strong customer relationships and maximize sales opportunities.

Qualifications

• A minimum of Matric or equivalent.
• A minimum of 12 months’ financial services experience as a Financial Adviser.
• Completion of additional FAIS requirements such as Investments Class of Business and the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be 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

NQF Level 4 - Grade 12

School leaving Certificate

National or Occupational Certificate 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 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

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!