Advancing Financial Adviser Campaign (Free state)

Posted 8 Days Ago
Be an Early Applicant
12 Locations
In-Office or Remote
Junior
Fintech • Payments • Financial Services
The Role
Advise clients and sell long-term insurance and investment products using consultative selling. Identify customer needs, qualify prospects, manage sales data/software, strengthen client relationships, and meet FAIS and regulatory requirements.
Summary Generated by Built In

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 StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

29 September 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!

Skills Required

  • Matric or equivalent (NQF Level 4)
  • Minimum 12 months financial services experience as a Financial Adviser
  • Long-term Insurance Class of Business completion
  • Completion of additional FAIS requirements (Investments Class of Business, Regulatory Examination 5 RE5)
  • FSCA-approved qualification
  • Valid driver's licence and own car
  • Clear criminal and credit check
  • Consultative selling and customer-focused skills (including prospect qualifying and relationship management)
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The Company
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