Advancing Financial Adviser (Umhlanga/ La Lucia/ Phoenix/ …, KwaMashu

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 equivalentA minimum 12 months’ financial services experience as a Financial AdviserA 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 carA clear criminal and credit checkProven computer literacyExcellent communication skills (written and verbal)Sound planning and organising abilities Ability to collate, analyse and synthesise informationEntrepreneurial mindsetSound business acumenGrit, resilience and tenacityExcellent 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

29 June 2026 , 23:59