Advancing Financial Adviser

Join to apply for the Advancing Financial Adviser role at Old Mutual South Africa.

Let’s Write Africa’s Story Together!

Entry level

Full-time

Finance and Sales

Pretoria, Gauteng, South Africa

Referrals increase your chances of interviewing at Old Mutual South Africa by 2x.

• Minimum of Matric or equivalent
• Minimum 12 months’ financial services experience as a Financial Adviser
• 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

• 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

NQF Level 4 – Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

23 January ****, 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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