Financial Adviser

Old Mutual Limited

Financial Adviser role focusing on long-term insurance sales and client financial planning services. Requires strong consultative selling and customer service skills, based in South Africa, with various locations.

Posted 6/19/2026full-timeBloemfontein • 🇿🇦 South AfricaJuniorWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial services experiencelong-term insurance salesfinancial planning servicesconsultative sellingcompliance with financial regulations

Soft Skills

customer relationship buildingevaluating client needscustomer serviceongoing support

Tools & Technologies

driver's licenceown car

Certifications & Qualifications

Matric or equivalentLong-term Insurance Class of BusinessFAIS requirementsInvestments Class of BusinessRegulatory Examination 5 (RE5)FSCA-approved qualification

About the role

Key responsibilities & impact

Customer Financial Advising
Long-term Insurance Sales
Evaluating Client Needs
Building Customer Relationships
Providing Financial Planning Services
Conducting Consultative Selling Sessions
Ongoing Customer Service and Support
Maintaining Compliance with Financial Regulations

Requirements

What you’ll need

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.
A valid driver’s licence and own car
A clear criminal and credit check

Benefits

Comp & perks

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