Advancing Financial Adviser (Kokstad/ Umzimkhulu/ Matatiele/ Mount Frere/ H at Old Mutual Limited

Kokstad, Eastern Cape, Norway -

Full Time

Start Date

Immediate

Expiry Date

27 Dec, 25

Salary

0.0

Posted On

28 Sep, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

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

Industry

Financial Services

Description

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 Proven computer literacy Excellent communication skills (written and verbal) Sound planning and organising abilities Ability to collate, analyse and synthesise information Entrepreneurial mindset Sound business acumen Grit, resilience and tenacity Excellent listening skills with the ability to translate customer engagements into sales. 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 NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent Closing Date 29 November 2025 , 23:59 The 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 is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

Responsibilities

The Advancing Financial Adviser will engage with customers to provide financial advice and solutions. The role requires translating customer engagements into sales while ensuring a great customer experience.