Old Mutual Limited

Financial Adviser Campaign – Northern

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: Middelburg • South Africa

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Job Level

Junior

About the role

  • Advancing Financial Adviser Campaign at Old Mutual, focusing on consultative selling and customer relationship management
  • Build and maintain relationships with clients in a diverse market
  • Provide professional advice on financial services and products

Requirements

  • 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.
Benefits
  • A valid driver’s licence and own car
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial servicesconsultative sellingcustomer relationship managementlong-term insuranceinvestments
Soft Skills
relationship buildingprofessional advice
Certifications
MatricLong-term Insurance Class of BusinessRegulatory Examination 5 (RE5)FSCA-approved qualification