Advancing Financial Adviser

Reposted 9 Hours Ago
Be an Early Applicant
Queenstown, Otago, NZL
In-Office
Entry level
Fintech • Payments • Financial Services
The Role
The Advancing Financial Adviser position requires a minimum of 12 months in financial services, focusing on consultative selling and customer service to fulfill client needs and build strong relationships.
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

Matriculation Certificate (Matric)

Closing Date

18 June 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

  • Minimum of Matric or equivalent
  • Minimum of 12 months' financial services experience as a Financial Adviser
  • Completion of Long-term Insurance Class of Business
  • Completion of additional FAIS requirements such as Investments Class of Business, RE5
  • Valid driver's license and own car
  • Clear criminal and credit check
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
Gauteng
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

Old Mutual Logo Old Mutual

Advancing Financial Adviser (Butterworth and Surrounds)

Fintech • Payments • Financial Services
In-Office
5 Locations
12448 Employees

Deepgram Logo Deepgram

Research Staff, LLMs

Artificial Intelligence • Machine Learning • Natural Language Processing • Software • Conversational AI
In-Office or Remote
49 Locations
150 Employees
150K-250K Annually

Turner & Townsend Logo Turner & Townsend

Senior Project Manager

Professional Services • Real Estate • Consulting
In-Office or Remote
2 Locations
17263 Employees
In-Office
Queenstown, Otago, NZL
3332 Employees

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