Salaried Financial Advisor

Old Mutual Life Assurance Company (SA) Ltd; Cape Town; On-site; ZAR 180,000 - 420,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking a financial adviser to provide proactive financial services and advice to customers within an allocated market. The role requires in-house training, regulatory exams, and ongoing professional development to maintain accreditation with the Financial Services Regulatory Authority.

You will build strong client relationships, deliver sound financial solutions, and ensure compliance across the customer value proposition.

Qualifications

• Matric/Grade 12 is required.
• FAIS compliance RE5 is advantageous.

Responsibilities

• Provide proactive financial advice and services to customers.
• Maintain high-quality service delivery through strong client relationships.
• Recommend sound financial solutions aligned with customer goals and compliance.

Skills

Communication skills

Customer service

Sales experience

Education

Grade 12 (Matric)

FAIS RE5 advantageous

Tools

MS Office

Job description

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. What is a financial adviser? Do you have what it takes to work for a leading financial services company? Then you may be what we are looking for. Whether you’re are a graduate or a experienced professional trying to elevate your career, Old Mutual has something to offer you.

What is required of you?

A accredited financial adviser provides pro-active, on demand financial service and advice to customers within an allocated customer market. You will be accountable for maintaining superior service delivery to your customers, through building strong client relationships, and recommending sound advice that deliver financial solutions in line with the customer's financial goals, the customer value proposition and compliance frameworks. The role calls for formal in-house training, the completion of the prescribed Regulatory exams and accreditation with the Financial Services Regulatory authority and requires continuous professional development.

What do we need from you?

• 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)

Personal Qualities

• Interacting with People
• Embracing Change
• Articulating Information
• Meeting Timescales
• Interpreting Information
• Developing Strategies and Producing Output
• Pursuing Goals
• Ability to convince and influence
• Seizing Opportunities

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. Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

So what now ? If you think you fit the bill, have a desire to join a respected financial services business and would like to set your own earnings potential.

What is a financial adviser?

• Skills Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships Competencies Action Oriented Balances Stakeholders Builds Networks Collaborates Communicates Effectively Customer Focus Drives Results Ensures Accountability Education NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date 31 January 2027 , 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!

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.