Client-Focused Financial Adviser: Growth & Relationships

Old Mutual South Africa; Bloemfontein; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser in Bloemfontein to provide consultative financial guidance to clients, assess needs, and present suitable long‑term insurance solutions. Candidates should have a minimum of 12 months’ financial services experience, hold a Matric, and be prepared to complete FAIS requirements, including Investments Class of Business and RE5 where applicable.

The role also calls for a valid driver’s licence, own car, and the ability to establish trust with

Qualifications

• Matric or equivalent is required.
• At least 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business; RE5 advantageous.
• FSCA qualifications 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

Old Mutual South Africa is seeking a Financial Adviser in Bloemfontein to provide consultative financial guidance to clients, assess needs, and present suitable long‑term insurance solutions. Candidates should have a minimum of 12 months’ financial services experience, hold a Matric, and be prepared to complete FAIS requirements, including Investments Class of Business and RE5 where applicable.

The role also calls for a valid driver’s licence, own car, and the ability to establish trust with