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Job summary
A leading financial services provider in South Africa is seeking a Financial Adviser to provide exceptional customer service and sales expertise. The ideal candidate will have at least 12 months of experience and must hold a minimum of Matric. Additional qualifications in financial services will be advantageous. This role emphasizes consultative selling and strong customer relationships. Applications close on 30 January 2026.
Qualifications
- A minimum of Matric or equivalent.
- A minimum 12 months’ financial services experience as a Financial Adviser.
- Completion of additional FAIS requirements will be advantageous.
Skills
Education
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
- A minimum of Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion.
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
- A valid driver’s licence and own car
- A clear criminal and credit check
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
Balances Stakeholders Builds Networks Communicates Effectively Customer Focus Ensures Accountability Instills Trust Interpersonal Savvy Manages Complexity
NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
30 January 2026 , 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 salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.