Advise clients on financial products, identify customer needs and sales opportunities, qualify prospects, conduct consultative selling, manage customer feedback and sales data, and build strong customer relationships. The role requires financial services experience, long-term insurance expertise, FAIS compliance, a valid driver’s licence, and access to a personal vehicle.
Let's Write Africa's 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 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 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
30 October 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!
Old Mutual London, England Office
London, United Kingdom
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