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Advancing financial adviser (newcastle/ vryheid and surrounds) (newcastle city council)

Newcastle
Old Mutual South Africa
Posted: 6 October
Offer description

Advancing Financial Adviser (Newcastle/ Vryheid and Surrounds)

Join to apply for the Advancing Financial Adviser (Newcastle/ Vryheid and Surrounds) role at Old Mutual South Africa

Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African prospect and our diverse talent reflects this.

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
- 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
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
29 November 2025, 23:59

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.

Old Mutual is an equal opportunities employer and is committed to employment equity.

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📌 Advancing Financial Adviser (Newcastle/ Vryheid and Surrounds)
🏢 Old Mutual South Africa
📍 Newcastle City Council

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