C I F A

Advancing Financial Adviser

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.



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


Matriculation Certificate (Matric)



Closing Date


19 April 2026 , 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!

Old Mutual South Africa

Old Mutual South Africa | 494,166 followers on LinkedIn. Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. We have been helping our customers achieve their lifetime financial goals for over 170 years by investing their funds in ways that create positive futures for them, their families, their communities and broader society.
In this way, we significantly contribute to improving the lives of our customers and their communities while ensuring a sustainable future for our business.

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