Consultative Financial Adviser for Africa's Growth

Old Mutual South Africa; Gqeberha; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A prominent financial services firm in South Africa seeks an experienced Financial Adviser with at least 12 months of experience in the field. Candidates must have the Matriculation Certificate and ideally complete additional FAIS requirements, including the Regulatory Examination 5. The role requires strong consultative selling skills and a focus on customer satisfaction. A valid driver’s licence and clear criminal check are mandatory for applicants. The application deadline is 22 January 2026.

Qualifications

• 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.

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

Matriculation Certificate (Matric)

Job description

A prominent financial services firm in South Africa seeks an experienced Financial Adviser with at least 12 months of experience in the field. Candidates must have the Matriculation Certificate and ideally complete additional FAIS requirements, including the Regulatory Examination 5. The role requires strong consultative selling skills and a focus on customer satisfaction. A valid driver’s licence and clear criminal check are mandatory for applicants. The application deadline is 22 January 2026.