Advancing Financial Advisor

Old Mutual; Pretoria; On-site; ZAR 30,000 - 60,000; Full time

Job summary

Old Mutual seeks a Financial Adviser to leverage the African opportunity, requiring financial services experience and specific insurance qualifications. The ideal candidate will exhibit strong consultative selling and customer service skills, coupled with a commitment to building trusting relationships with clients.

Qualifications

• A minimum of Matric or equivalent required.
• 12 months' experience in financial services as a Financial Adviser.
• Completion of Long-term Insurance Class of Business required.

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Data Management

Oral Communications

Education

NQF Level 4 - Grade 12

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 license 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

13 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!