Advancing Financial Advisor

Old Mutual; Mossel Bay; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual is hiring a Financial Adviser in Mossel Bay to provide exceptional service and expertise in financial solutions. Ideal candidates will hold a Matriculation Certificate and have at least 12 months of financial services experience. The role involves consultative selling and building strong customer relationships. This opportunity allows you to explore your potential in a company dedicated to uplifting Africa's story.

Qualifications

• Minimum 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.
• Completion of additional FAIS requirements is advantageous.

Responsibilities

• Provide consultative selling to assess customer needs.
• Ensure customer satisfaction through effective feedback management.
• Identify and pursue sales opportunities.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

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

19 June 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!