Advancing Financial Adviser

About this role

Old Mutual, a large South African financial services group, is looking for an Advancing Financial Adviser based in Johannesburg. The role is about building trust with clients, understanding what they need, and helping them with suitable financial solutions.

What you’ll do

• Find and qualify new sales opportunities by asking the right questions.
• Understand each client’s needs and recommend solutions that fit.
• Build and maintain long-term relationships with customers.
• Use a consultative approach to guide clients through their decisions.
• Keep accurate sales and customer records in the sales software.
• Gather and review customer feedback to improve service.

What you need

• Essential: NQF Level 5 (higher, advanced or occupational certificate) or an equivalent qualification.
• Strong oral communication skills.
• Good customer service and relationship-building skills.
• Ability to evaluate information and manage several stakeholders at once.
• Comfort using sales software and managing sales data.
• Accountability, integrity and a customer-focused attitude.

Is this job for you?

This role suits someone who enjoys talking to people, helping them make sense of their options, and working towards sales goals. If you have an NQF Level 5 qualification and like building trust over time, this could be a good fit.

Tips before you apply

• Have a copy of your NQF Level 5 certificate or statement of results ready to upload.
• Use your CV to show examples of sales, client service or advice work, with measurable results where you can.
• Give real examples of how you have built client relationships or handled a difficult customer conversation.