Financial Adviser – Consultative Sales & Client Growth

Old Mutual Limited; Knysna; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in Knysna seeks an Advancing Financial Adviser. Requires a Matric certificate and at least 12 months’ financial services experience as a Financial Adviser. A valid driver’s licence and own car are needed. Completion of Long-term Insurance Class of Business and RE5 are advantageous. A clear criminal and credit check will be conducted.

The appointment complies with Employment Equity Plan of Old Mutual South Africa and the designated group. Closing Date: 19 October 2026.

Qualifications

• Matriculation Certificate (Matric) is required.
• A minimum of 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business; RE5 and FSCA qualifications advantageous.

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Opportunities

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation Certificate

Job description

Old Mutual Limited in Knysna seeks an Advancing Financial Adviser. Requires a Matric certificate and at least 12 months’ financial services experience as a Financial Adviser. A valid driver’s licence and own car are needed. Completion of Long-term Insurance Class of Business and RE5 are advantageous. A clear criminal and credit check will be conducted.

The appointment complies with Employment Equity Plan of Old Mutual South Africa and the designated group. Closing Date: 19 October 2026.