Advancing Financial Adviser

Old Mutual Limited

. Provide financial advisory services to customers .

Posted 11/4/2026full-timeKwaDukuza • South AfricaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial advisory services, with a strong focus on consultative selling and customer relationship management. Proficient in analyzing and synthesizing information to identify sales opportunities and meet customer needs.

Highest-signal resume keywords

Financial Services ExperienceLong-Term Insurance Class of BusinessRegulatory Examination 5 (RE5)Proven Computer LiteracyExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Advisory ServicesSales Data ManagementInformation AnalysisConsultative SellingCustomer Needs Identification

Soft Skills

Excellent Listening SkillsSound Planning and Organizing AbilitiesGritResilienceTenacity

Tools & Technologies

Sales Software

Certifications & Qualifications

FAIS RequirementsNQF Level 5 Qualification

Industry Keywords

Customer EngagementStakeholder ManagementEntrepreneurial MindsetBusiness AcumenClear Criminal and Credit Check

About the role

Key responsibilities & impact

Provide financial advisory services to customers
Translate customer engagements into sales
Identify customer needs and sales opportunities
Conduct consultative and strategic selling
Manage customer feedback and relationships
Qualify prospects and use probing questions
Evaluate, collate, analyse and synthesise information
Manage sales data using sales software
Build networks and balance stakeholder needs
Communicate effectively and ensure accountability

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), and an FSCA-approved qualification will be advantageous
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
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent