Advancing Financial Adviser (Morningside Durban)

Lets Write Africas 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

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

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

Closing Date

29 November 2025 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!

Required Experience :

Unclear Seniority

Key Skills

Financial Services,Financial Models,Account Management,General Ledger Accounts,ERP,Payroll,External Auditors,Customer Relationships,Credit Card,Financial Statements,Business Units,Annual Budget,Income,New Clients,Financial Management

Employment Type : Full Time

Experience : years

Vacancy : 1