Impactful Financial Adviser — Shape Africa's Future

Old Mutual South Africa; Cape Town; On-site; ZAR 240,000 - 320,000; Full time

Job summary

Old Mutual South Africa invites applications for a Financial Adviser based in Cape Town. The role focuses on consultative selling, understanding client needs and delivering tailored financial guidance in a dynamic market.

Candidates should have a Matriculation Certificate, at least 12 months’ financial services experience as an adviser, and completion of Long-term Insurance Class of Business. RE5 or FSCA qualifications are advantageous, and a valid driver’s license is preferred.

Qualifications

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

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

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

Job description

Old Mutual South Africa invites applications for a Financial Adviser based in Cape Town. The role focuses on consultative selling, understanding client needs and delivering tailored financial guidance in a dynamic market.

Candidates should have a Matriculation Certificate, at least 12 months’ financial services experience as an adviser, and completion of Long-term Insurance Class of Business. RE5 or FSCA qualifications are advantageous, and a valid driver’s license is preferred.