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Advancing Financial Adviser
OTHERPretoria

Summary

Location

Pretoria

Type

OTHER

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About this role

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 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

30 January 2026 , 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!

Other facts

Tech stack
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

About Old Mutual Limited

Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. We have been helping our customers achieve their lifetime financial goals for over 170 years by investing their funds in ways that create positive futures for them, their families, their communities and broader society.
In this way, we significantly contribute to improving the lives of our customers and their communities while ensuring a sustainable future for our business.

We employ more than 30 000 people and operate in 14 countries across two regions Africa (South Africa, Namibia, Botswana, Zimbabwe, Kenya, Malawi, Tanzania, Nigeria, Ghana, Uganda, Rwanda, South Sudan and eSwatini) as well as Asia (China)

So why work here?

We believe you can shape the future with us – a future where we build a better Africa together. That’s why we’re committed to creating opportunities that will give you an edge on the rest. Once you’re part of our team, you will have access to the best breed of advice, tools and frameworks that will equip you to be your exceptional best. #MomentsThatMatter

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • The Advancing Financial Adviser will engage with customers to provide financial advice and solutions. The role emphasizes building strong customer relationships and identifying sales opportunities.

Ready to join Old Mutual Limited?

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Frequently Asked Questions

What does a Advancing Financial Adviser do at Old Mutual Limited?

As a Advancing Financial Adviser at Old Mutual Limited, you will: the Advancing Financial Adviser will engage with customers to provide financial advice and solutions. The role emphasizes building strong customer relationships and identifying sales opportunities..

Why join Old Mutual Limited as a Advancing Financial Adviser?

Old Mutual Limited is a leading Financial Services company.

Is the Advancing Financial Adviser position at Old Mutual Limited remote?

The Advancing Financial Adviser position at Old Mutual Limited is based in Pretoria, Gauteng, South Africa. Contact the company through Clera for specific work arrangement details.

How do I apply for the Advancing Financial Adviser position at Old Mutual Limited?

You can apply for the Advancing Financial Adviser position at Old Mutual Limited directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Old Mutual Limited on their website.