Advancing Financial Adviser (Mthatha and Surrounds)

Posted 14 Days Ago
Be an Early Applicant
5 Locations
In-Office
Junior
Fintech • Payments • Financial Services
The Role
Advise clients on financial products, identify sales opportunities, convert customer engagements into sales, manage client relationships, and maintain regulatory and product qualifications while using sales software and basic computer tools.
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
  • Proven computer literacy
  • Excellent communication skills (written and verbal)
  • Sound planning and organising abilities
  • Ability to collate, analyse and synthesise information
  • Entrepreneurial mindset
  • Sound business acumen
  • Grit, resilience and tenacity
  • Excellent listening skills with the ability to translate customer engagements into sales.

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

30 August 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 (NQF Level 4) or equivalent
  • Minimum 12 months' financial services experience as a Financial Adviser
  • Long-term Insurance Class of Business completion
  • Investments Class of Business, Regulatory Examination 5 (RE5), or FSCA-approved qualification
  • Valid driver's licence and own car
  • Clear criminal and credit check
  • Proven computer literacy (experience with sales software / sales data management)
  • Excellent written and verbal communication skills
  • Sound planning and organising abilities
  • Ability to collate, analyse and synthesise information
  • Entrepreneurial mindset and sound business acumen
  • Grit, resilience and tenacity
  • Excellent listening skills with ability to translate customer engagements into sales
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The Company
HQ: London
12,448 Employees

What We Do

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica

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