Financial Adviser

Old Mutual Limited

Financial Adviser providing clients with quality investment and insurance advice. Building relationships and achieving sales targets while ensuring compliance in South Africa.

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

About the role

Key responsibilities & impact

Provide quality financial advice to clients
Assist clients with investment and insurance decisions
Build and maintain client relationships
Achieve sales targets and objectives
Ensure compliance with regulatory and internal policies

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.
A valid driver’s licence and own car
A clear criminal and credit check
Proven computer literacy
Excellent communication skills (written and verbal)
Sound planning and organising abilities
Ability to collate, analyse and synthesise information
Entrepreneurial mindset
Sound business acumen
Grit, resilience and tenacity
Excellent listening skills with the ability to translate customer engagements into sales.

Benefits

Comp & perks

Health insurance
Retirement plans
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

financial adviceinvestment decisionsinsurance decisionssales targetscompliancefinancial services experienceLong-term Insurance Class of Businesscomputer literacyinformation analysis

Soft Skills

communication skillsplanningorganisingentrepreneurial mindsetbusiness acumengritresiliencetenacitylistening skills

Certifications

MatricLong-term Insurance Class of Business