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Advancing Financial Advisor

Advancing Financial Advisor

Old MutualPretoria, ZA
30+ days ago
Job description

Job title : Advancing Financial Advisor

Job Location : Gauteng, Pretoria

Deadline : September 29, 2025

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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

  • A valid driver’s licence and own car
  • A clear criminal and credit check

    • ​​​​​​​ 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 August 2025
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    Financial Advisor • Pretoria, ZA