More jobs:
Advancing Financial Adviser
Job in
Cape Town, 7100, South Africa
Listed on 2026-01-24
Listing for:
Old Mutual
Full Time
position Listed on 2026-01-24
Job specializations:
-
Sales
Customer Success Mgr./ CSM, Bilingual
Job Description & How to Apply Below
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- At least Matric or equivalent.
- Minimum 12 months’ financial services experience as a Financial Adviser.
- Long‑term Insurance Class of Business completion.
- Additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
- A valid driver’s licence and own car.
- A clear criminal and credit check.
- 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
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
Matriculation Certificate (Matric)
Closing Date19 February 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.
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