Advancing Financial Advisor

2 weeks ago


Queenstown, Australia Old Mutual South Africa Full time
Overview

Join to apply for the Advancing Financial Advisor role at Old Mutual South Africa.

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

18 September 2025 , 23:59

Employment Details
  • Seniority level: Entry level
  • Employment type: Full-time
  • Job function: Finance and Sales

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.


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