InHouse Salaried Financial Advisor

Old Mutual Life Assurance Company (SA) Ltd; Pretoria; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services organization is seeking an InHouse Salaried Financial Advisor to provide expert financial advice tailored to clients' needs. The ideal candidate should have a Grade 12 certificate, effective communication skills, and at least 3 years of sales experience. This role emphasizes professional development and customer focus, ensuring a positive financial future for clients. Opportunities for growth and training are offered in a supportive environment.

Benefits

Quality training and support for career development

Diversity and inclusion initiatives

Qualifications

• Minimum of 3 years working experience (preferably in sales).
• FAIS compliance required.
• Clear criminal and credit check.

Responsibilities

• Provide appropriate financial advice to customers.
• Maintain superior service delivery through effective management.
• Build solid relationships with customers.

Skills

Excellent communication skills (written and verbal)

Proven computer literacy (MS Office suite)

Customer Focus

Action Oriented

Education

Grade 12 (Matric) certificate

Job description

InHouse Salaried Financial Advisor page is loaded

InHouse Salaried Financial Advisor

Apply locations Pretoria time type Full time posted on Posted Yesterday job requisition id JR-70075

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

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This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.

What is a financial adviser?

The role of a financial adviser is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial adviser commands the respect and trust of those customers who are entrusting their and their families financial futures to them.

The role calls for formal in-house training, the completion of the prescribed Regulatory exams, accreditation with the Financial Services Regulatory authority and requires continuous professional development.

As an accredited financial adviser with Old Mutual, you will represent the ideals and values to which the company has subscribed for over 175 years – Integrity, Professionalism, Customer-first, Advice led.

What is required of you?

Provide appropriate financial advice, in line with the customer’s resources and financial goals, to enable positive financial futures and protection of assets and estate.

Provide pro-active, on demand financial service and advice to customers within your allocated customer markets.

As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management. Importantly, the financial adviser profession requires continuous personal development through the attendance and completion of accredited courses and programmes.

Providing relevant and appropriate financial advice, hinges on a complete understanding of the customer’s personal and financial circumstances – and their goals or dreams for the future. As such, interpersonal and communications skills in order to build solid relationships are fundamentally important.

What do we need from you?

• A Grade 12 (Matric) certificate

• FAIS compliance

• RE5 an advantage

• A valid Driver’s licence and your own car

• A clear criminal and credit check

• A minimum of 3 years working experience (preferably in sales)

• Proven computer literacy (MS Office suite)

• Excellent communication skills (written and verbal)

What we can do for you!

Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.

Skills

Competencies

Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

High School (Grade 12) (Required)

Closing Date

21 August 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

About Us

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.