Advancing Financial Advisor- Pretoria needed at Old Mutual

Qualifications and Experience

• 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.

Other requirements

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

Skills

• 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

Competencies

• Balances Stakeholders
• Builds Networks
• Communicates Effectively
• Customer Focus
• Ensures Accountability
• Instills Trust
• Interpersonal Savvy
• Manages Complexity

Education

• NQF Level 4 – Grade 12, School leaving Certificate,  National or Occupational Certificate or equivalent

Closing Date

• 14 December 2025