Advancing Financial Adviser

Job title: Let’s Write Africa’s Story Together!

Company: Old Mutual

Location: Not specified

Responsibilities and Requirements

• 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

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

Qualifications

A valid driver’s licence and own car

Education

Matriculation Certificate (Matric)

Experience

A clear criminal and credit check

Company Details

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Application

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

Key Duties

Builds Networks

About the Role

Balances Stakeholders

Contact Information

18 July 2026, 23:59

Job ID

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!