Senior Financial Adviser: Growth, Strategy & Client Success

Old Mutual Limited; Bloemfontein; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited is seeking a Financial Adviser in Bloemfontein, South Africa. The role requires matric/equivalent and at least 12 months of financial services experience, with Long-term Insurance Class of Business completed. Additional FAIS requirements such as Investments Class of Business and RE5 are advantageous. Valid driver’s license and own car are required.

The appointment will be made in line with the Employment Equity Plan. Closing date is 30 October 2026 at 23:59.

Qualifications

• Matric or equivalent.
• 1+ year of financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion.

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 4 - Grade 12

Tools

Sales Software

Job description

Old Mutual Limited is seeking a Financial Adviser in Bloemfontein, South Africa. The role requires matric/equivalent and at least 12 months of financial services experience, with Long-term Insurance Class of Business completed. Additional FAIS requirements such as Investments Class of Business and RE5 are advantageous. Valid driver’s license and own car are required.

The appointment will be made in line with the Employment Equity Plan. Closing date is 30 October 2026 at 23:59.