Advancing Financial Adviser (Ballito/ Stanger/ KwaDukuza/ Mthunzini/ Darnall)

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Quick Summary

Overview

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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Let's Write Africa's Story Together!

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

Requirements

~1 min read

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.

A valid driver’s licence and own car
A clear criminal and credit check
Proven computer literacy
Excellent communication skills (written and verbal)
Sound planning and organising abilities
Ability to collate, analyse and synthesise information
Entrepreneurial mindset
Sound business acumen
Grit, resilience and tenacity
Excellent listening skills with the ability to translate customer engagements into sales.

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

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

30 October 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!