Senior Financial Adviser: Growth & Impact

Old Mutual Life Assurance Company (SA) Ltd (PFA); Mthatha; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a Financial Adviser in the Eastern Cape, Mthatha area. The role requires Matric or equivalent, at least 12 months in financial services as a Financial Adviser, and completion of Long-term Insurance and FAIS qualifications; RE5 or FSCA credentials are a plus.

Candidates must hold a valid driver’s licence and own car, have clear criminal and credit checks, and demonstrate excellent communication, planning, and a customer‑centric,

Qualifications

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

Responsibilities

• Consult customers to identify needs and opportunities and to translate engagements into sales.
• Maintain compliant processes and documentation to support financial advisory activities.

Skills

Consultative Selling

Customer Feedback Management

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

NQF Level 5

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a Financial Adviser in the Eastern Cape, Mthatha area. The role requires Matric or equivalent, at least 12 months in financial services as a Financial Adviser, and completion of Long-term Insurance and FAIS qualifications; RE5 or FSCA credentials are a plus.

Candidates must hold a valid driver’s licence and own car, have clear criminal and credit checks, and demonstrate excellent communication, planning, and a customer‑centric,