Advancing Financial Adviser
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Job Location:
Port Elizabeth - South Africa
Monthly Salary:
Not Disclosed
Posted on:
10-10-2025
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
Matriculation Certificate (Matric)Closing Date
16 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
- Financial Services
- Financial Models
- Account Management
- General Ledger Accounts
- ERP
- Payroll
- External Auditors
- Customer Relationships
- Credit Card
- Financial Statements
- Business Units
- Annual Budget
- Income
- New Clients
- Financial Management
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.
