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Advancing Financial Advisor

Advancing Financial Advisor

Old Mutual Life Assurance Company (SA) Ltd (PFA)Pretoria, Gauteng, South Africa
30+ days ago
Job description

Advancing Financial Advisor page is loaded

Advancing Financial Advisor

Apply locations Pretoria | Posted 2 Days Ago | Job Requisition ID : JR-69125

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

  • Minimum of Matric or equivalent
  • At least 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 are advantageous

Other Requirements

  • Valid driver’s license and own vehicle
  • Clear criminal and credit check
  • Skills

    Consultative Selling, Customer Feedback Management, Customer-Focused Approach, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communication, 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

    09 August 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.

    About Old Mutual

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  • FIND FINANCIAL FREEDOM WITH PERSONAL FINANCIAL ADVICE

    Personal Financial Advice (PFA) is the largest distribution channel in Old Mutual, with over 2,500 advisers across South Africa.

    PFA empowers advisers with tools and confidence to provide exceptional advice and service, helping clients achieve a bolder financial future.

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