Advancing Financial Adviser

Advancing Financial Adviser

Old Mutual South Africa | Queenstown, TAS, 7467, AU

Posted 16 days ago

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Description

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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 Stakeholders
  • Builds Networks
  • Communicates Effectively
  • Customer Focus
  • Ensures Accountability
  • Instills Trust
  • Interpersonal Savvy
  • Manages Complexity

Education

Matriculation Certificate (Matric)

Closing Date

22 January 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.

Seniority level

  • Entry level

Employment type

  • Full-time

Job function

  • Finance and Sales
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