Financial Adviser: Build Trusted Wealth Solutions

Old Mutual South Africa; Gqeberha; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser to join our team in the Eastern Cape. This role requires a Matric or equivalent and at least 12 months of financial services experience, with Long-term Insurance Class of Business completion preferred.

Applicants should have RE5 advantageous and a valid driver's license. You will engage clients with consultative selling, manage feedback, and identify sales opportunities while maintaining strong governance and compliance.

Qualifications

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

Skills

Consultative Selling

Customer Feedback

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

Matric

Matriculation Certificate

Job description

Old Mutual South Africa is seeking a Financial Adviser to join our team in the Eastern Cape. This role requires a Matric or equivalent and at least 12 months of financial services experience, with Long-term Insurance Class of Business completion preferred.

Applicants should have RE5 advantageous and a valid driver's license. You will engage clients with consultative selling, manage feedback, and identify sales opportunities while maintaining strong governance and compliance.