Advancing Financial Advisor

1 week ago

Queenstown, Australia Old Mutual South Africa Full time

Overview
Join to apply for theAdvancing Financial Advisorrole atOld 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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