Advancing Financial Adviser (Pietermaritzburg/ Greytown/ Howick)

Reposted 3 Days Ago
Be an Early Applicant
3 Locations
In-Office
Junior
Fintech • Payments • Financial Services
The Role
Advise and sell Old Mutual financial products using consultative selling. Identify customer needs, build relationships, translate engagements into sales, maintain sales data/software, plan and organise client visits, and meet regulatory qualification 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
  • 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 completion (FAIS) and 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
  • 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
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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

Similar Jobs

Tapestry - Coach and Kate Spade Logo Tapestry - Coach and Kate Spade

Sales Support Associate III

eCommerce • Fashion • Retail • Sales • Wearables • Design
Hybrid
Toronto, ON, CAN
16000 Employees
18-22 Hourly
Hybrid
Toronto, ON, CAN
2449 Employees
119K-160K Annually

ZS Logo ZS

Senior Associate Engineer - Data

Artificial Intelligence • Healthtech • Professional Services • Analytics • Consulting
Hybrid
Toronto, ON, CAN
15000 Employees
110K-123K Annually

Tapestry - Coach and Kate Spade Logo Tapestry - Coach and Kate Spade

Sales Support Associate II

eCommerce • Fashion • Retail • Sales • Wearables • Design
Hybrid
Halton Hills, ON, CAN
16000 Employees
18-22 Hourly

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account