What are the responsibilities and job description for the Advancing Financial Adviser position at Old Mutual South Africa?
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
22 January 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 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
22 January 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!