Financial Adviser

Old Mutual Limited

. Advise customers on financial products and services .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial advising with a strong focus on consultative selling, customer relationship management, and data analysis. Proficient in navigating complex stakeholder needs while ensuring accountability and trust in customer engagements.

Highest-signal resume keywords

Financial Services ExperienceLong-Term Insurance Class of BusinessConsultative Selling SkillsSales Data ManagementExcellent Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisingSales Opportunity IdentificationCustomer Needs AnalysisInformation EvaluationSales Software ProficiencyStrategic SellingCustomer Feedback ManagementData AnalysisQualifying ProspectsCustomer Relationship Strengthening

Soft Skills

Excellent Listening SkillsEntrepreneurial MindsetSound Planning and Organizing AbilitiesInterpersonal SavvyGrit and Resilience

Certifications & Qualifications

FAIS Requirements CompletionRegulatory Examination 5 (RE5)FSCA-Approved Qualification

Industry Keywords

Financial ProductsCustomer EngagementStakeholder ManagementCustomer FocusEmployment Equity Plan

About the role

Key responsibilities & impact

Advise customers on financial products and services
Translate customer engagements into sales opportunities
Identify customer needs and qualify prospects
Conduct consultative and strategic selling
Manage customer feedback and strengthen customer relationships
Evaluate, collate, analyse, and synthesise information
Manage sales data and use sales software
Balance stakeholder needs, build networks, and communicate effectively
Ensure accountability, instil trust, and manage complexity

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
Skills in consultative selling, customer feedback management, customer-focused service, customer understanding, evaluating information, identifying customer needs and sales opportunities, oral communications, probing questions, qualifying prospects, sales data management, sales software, strategic selling, and strengthening customer relationships
Competencies including balancing stakeholders, building networks, communicating effectively, customer focus, ensuring accountability, instilling trust, interpersonal savvy, and managing complexity
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question