Advancing Financial Advisor (Heidelberg)
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Job Location:
Boksburg - South Africa
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Lets Write Africas 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 drivers 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 RelationshipsCompetencies
Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages ComplexityEducation
NQF Level 4 - Grade 12 School leaving Certificate National or Occupational Certificate or equivalentClosing Date
17 October 2025 23:59The 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!
Required Experience:
Unclear Seniority
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Investment Experience
- Military Experience
- Securities Law
- Customer relationship management
- Financial Planning
- Wills
About Company
Old Mutual offers a wide range of life insurance products, car and home insurance, personal loans, and investment, corporate and financial planning solutions.
