Advancing Financial Adviser

About this role

Old Mutual is looking for an Advancing Financial Adviser to work from its Pretoria base. The role helps clients plan and protect their financial future through advice and sales.

What you’ll do

• Find and qualify new clients who could benefit from financial products.
• Understand each client’s needs and recommend suitable solutions.
• Build and keep strong, long-term relationships with clients.
• Ask the right questions and listen well to understand what clients want.
• Track sales activity and keep client information accurate in sales software.
• Collect client feedback and use it to improve the service you give.

What you need

• Matric (Grade 12), or an equivalent certificate at NQF Level 4.
• At least 12 months of financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completed (this is a minimum requirement).
• Advantageous: Investments Class of Business, the Regulatory Examination 5 (RE5), or another FSCA-approved qualification.
• A valid driver’s licence and your own car.
• A clear criminal record and credit check.
• Strong sales and customer service skills, including consultative selling and qualifying prospects.
• Good communication skills, both spoken and written.

Is this job for you?

This role suits someone who already works as a financial adviser and enjoys meeting people. You should be comfortable with sales targets, building trust with clients and keeping track of your own pipeline.

Tips before you apply

• Have your Long-term Insurance Class of Business certificate and any RE5 or FSCA-approved certificates ready to upload.
• Show your 12 months of financial services experience clearly on your CV, with dates, employers and the products you sold.
• Use real examples, such as how you grew a client base or improved client retention, to show your sales and customer skills.