Salaried Financial Advisor
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Job Location:
Cape Town - 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.
What is a financial adviser
Do you have what it takes to work for a leading financial services company Then you may be what we are looking for. Whether youre are a graduate or a experienced professional trying to elevate your career Old Mutual has something to offer you.
What is required of you
A accredited financial adviser provides pro-active on demand financial service and advice to customers within an allocated customer market.
You will be accountable for maintaining superior service delivery to your customers through building strong client relationships and recommending sound advice that deliver financial solutions in line with the customers financial goals the customer value proposition and compliance frameworks.
The role calls for formal in-house training the completion of the prescribed Regulatory exams and accreditation with the Financial Services Regulatory authority and requires continuous professional development.
What do we need from you
Grade 12 (Matric) certificate
FAIS compliance
RE5 an advantage
A valid Drivers licence and your own car
A clear criminal and credit check
A minimum of 3 years working experience (preferably in sales)
Proven computer literacy (MS Office suite)
Excellent communication skills (written and verbal)
Personal Qualities
Interacting with People
Embracing Change
Articulating Information
Meeting Timescales
Interpreting Information
Developing Strategies and Producing Output
Pursuing Goals
Ability to convince and influence
Seizing Opportunities
What we can do for you!
Assist you in reaching your career goals and dreams by helping you grow develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters Old Mutual Finance Retail Mass Market Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.
Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
So what now
If you think you fit the bill have a desire to join a respected financial services business and would like to set your own earnings potential. Apply Now! <>
What is a financial adviser
Skills
Building Trust Consultative Selling Customer-Focused Customer Service Customer Understanding Direct Selling Identifying Sales Opportunities Oral Communications Probing Questions Qualifying Prospects Sales Data Management Sales Software Strategic Selling Strengthening Customer RelationshipsCompetencies
Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures AccountabilityEducation
NQF Level 5 - Higher Advance or Occupational Certificate or equivalentClosing Date
27 February 2026 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.
