Advancing Financial Advisor at Old Mutual

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

• 19 June 2025 , 23:59