Advancing Financial Advisor

Old Mutual South Africa; Vredendal; On-site; ZAR 180,000 - 250,000; Full time

Job summary

Old Mutual South Africa is seeking an Advancing Financial Advisor in Vredendal. Ideal candidates should possess a Matriculation Certificate and relevant financial services experience. This full-time role emphasizes skills in consultative selling and building customer relationships to enhance service delivery. Join a company that values diverse talent and offers the chance to contribute to Africa's economic growth.

Qualifications

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

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Software

Oral Communications

Education

Matriculation Certificate (Matric)

Job description

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Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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