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Advancing Financial Adviser

Advancing Financial Adviser

Old Mutual South AfricaHermanus, Western Cape, South Africa
19 hours ago
Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Location : Hermanus, Western Cape, South Africa

Qualifications & 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

  • Matriculation Certificate (Matric)
  • 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!

    Seniority Level

    Entry level

    Employment Type

    Full‑time

    Job Function

    Finance and Sales

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

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    Financial Adviser • Hermanus, Western Cape, South Africa

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