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For Companies At a Glance
- Tasks: Help clients achieve their financial goals while building lasting relationships.
- Company: Join Old Mutual, a leader in financial services with a commitment to Africa's growth.
- Benefits: Competitive salary, flexible working hours, and opportunities for personal development.
- Why this job: Be part of a team that values diversity and makes a real difference in people's lives.
- Qualifications: Matric and 12 months' experience in financial services required.
- Other info: Valid driver's licence and own car needed; clear criminal and credit checks essential.
The predicted salary is between 28800 - 48000 £ per year.
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Qualifications and Experience
- 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.
Other Requirements:
- A valid driver’s licence and own car
- A clear criminal and credit check
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
Competencies
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Education
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Closing Date
30 January 2026, 23:59
Advancing Financial Adviser Campaign (KZN) in Newcastle upon Tyne employer: Old Mutual
Contact Detail:
Old Mutual Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advancing Financial Adviser Campaign (KZN) in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research Old Mutual and understand their values and mission. Be ready to discuss how your experience aligns with their goals, especially in consultative selling and customer service.
✨Tip Number 3
Practice your pitch! You need to be able to sell yourself just as well as you would sell a financial product. Keep it concise, engaging, and focused on how you can meet customer needs.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the team at Old Mutual.
We think you need these skills to ace Advancing Financial Adviser Campaign (KZN) in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial services experience and any relevant qualifications to show us you’re the right fit for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you want to join Old Mutual and how you can contribute. Be genuine, share your passion for the industry, and connect your experiences to the role.
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use specific examples from your past experiences that align with the competencies we’re looking for, like consultative selling and customer service.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into our hands quickly and efficiently. Plus, it shows us you’re serious about joining our team!
How to prepare for a job interview at Old Mutual
✨Know Your Stuff
Make sure you brush up on your financial services knowledge, especially around long-term insurance and investments. Familiarise yourself with the latest trends in the industry and be ready to discuss how they impact customer needs.
✨Showcase Your Skills
Prepare examples that highlight your consultative selling and customer service skills. Think of specific situations where you've successfully identified customer needs or strengthened relationships, as these will resonate well with the interviewers.
✨Be Ready for Questions
Expect probing questions about your experience and how you handle complex situations. Practice articulating your thought process clearly, as effective communication is key in this role.
✨Dress the Part
First impressions matter! Dress professionally to convey that you take the opportunity seriously. A polished appearance can help instil trust and show that you respect the interviewers and the company.
