Advancing Financial Adviser

Advancing Financial Adviser

Full-Time On-site
oldmutual

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 12 months' 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

Matriculation Certificate (Matric)

Closing Date

29 November 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 Old Mutual Story!

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Advancing Financial Adviser employer: oldmutual

Old Mutual South Africa is an excellent employer for those seeking a part-time Financial Adviser role, offering a supportive work culture that values client relationships and personal growth. Employees benefit from flexible working hours, comprehensive training, and opportunities to enhance their financial advisory skills while making a meaningful impact in the community. With a focus on trust and wealth building, this position allows you to thrive in a dynamic environment that encourages entrepreneurial spirit and professional development.

oldmutual

Contact Details:

oldmutual Recruitment Team