Consultative Financial Adviser: Elevate Client Impact

Old Mutual Limited; uMnambithi; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Old Mutual Limited is hiring Advancing Financial Advisers across Ladysmith, Bergville, Dundee, Glencoe and Nqutu. The role requires a matriculation or equivalent, with at least 12 months’ financial services experience and FAIS qualifications.

A valid driver’s license and car are essential, with strong communication and analytical skills to drive sales and advice delivery. The posting notes a 30 March 2027 closing date and emphasizes a path within Old Mutual’s Personal Financial Advice network,

Qualifications

• Minimum of Matric or equivalent.
• Minimum 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.
• RE5 or FSCA qualification advantageous.

Responsibilities

• Advise clients and translate customer engagements into sales.
• Consult and assess client needs to identify sales opportunities.
• Maintain strong customer relationships and service excellence.

Skills

Consultative Selling

Customer Service

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Customer Relationships

Listening Skills

Education

NQF Level 4 - Grade 12

Job description

Old Mutual Limited is hiring Advancing Financial Advisers across Ladysmith, Bergville, Dundee, Glencoe and Nqutu. The role requires a matriculation or equivalent, with at least 12 months’ financial services experience and FAIS qualifications.

A valid driver’s license and car are essential, with strong communication and analytical skills to drive sales and advice delivery. The posting notes a 30 March 2027 closing date and emphasizes a path within Old Mutual’s Personal Financial Advice network,