Advancing Financial Advisor
Salary
Not disclosed
Job Type
full time
Posted
4 months ago
Closing date
6 Jul 2026
Job Description
Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Key Responsibilities
- 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
Requirements
- 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.
- A valid driver’s licence and own car
- A clear criminal and credit check
About the employer
Old Mutual
Old Mutual is a hiring organisation operating in Pretoria within the finance sector. They are currently recruiting for the Advancing Financial Advisor role advertised on this page. Visit the official application link for more about the company, its culture and the team you would be joining.
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