Advancing Financial Advisor

Old Mutual Life Assurance Company (SA) Ltd (PFA); Pretoria; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A prominent financial services provider is seeking an Advancing Financial Advisor in Pretoria. The role involves providing exceptional financial advice and support to clients. Candidates should have at least 12 months of financial services experience and a Grade 12 qualification. The company values diverse talent and offers extensive support to its advisors.

Qualifications

• Minimum of Matric or equivalent.
• At least 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion.

Responsibilities

• Provide financial advice and support to clients.
• Manage customer relationships and sales opportunities.

Skills

Consultative Selling

Customer Service

Oral Communication

Sales Data Management

Education

NQF Level 4 - Grade 12

Job description

Advancing Financial Advisor page is loaded

Advancing Financial Advisor

Apply locations Pretoria | Posted 2 Days Ago | Job Requisition ID: JR-69125

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

• Minimum of Matric or equivalent
• At least 12 months’ financial services experience as a Financial Adviser
• Long-term Insurance Class of Business completion
• Additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification are advantageous

Other Requirements

• Valid driver’s license and own vehicle
• Clear criminal and credit check

Skills

Consultative Selling, Customer Feedback Management, Customer-Focused Approach, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communication, 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

09 August 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.

About Old Mutual

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