Advise customers on financial products, identify needs and sales opportunities, conduct consultative selling, manage customer relationships and feedback, and convert engagements into sales. The role requires financial services experience, insurance credentials, strong communication and planning skills, entrepreneurial resilience, computer literacy, a valid driver’s licence, and personal transportation.
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity 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 RelationshipsCompetencies
Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages ComplexityEducation
NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalentClosing Date
30 March 2027 , 23:59The 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.
The Old Mutual Story!
Similar Jobs
Artificial Intelligence • Cloud • Security • Software • Cybersecurity
Investigate complex customer escalations involving authentication, authorization, identity, enterprise administration, audit records, dashboards, and data visualization. Lead technical calls, coordinate cross-functional investigations, mentor support engineers, provide training, partner with Engineering and Product, and develop internal debugging tools and workflows.
Top Skills:
ConfluenceDatadogDdsqlJIRAOauth2OidcSAMLScimZendesk
eCommerce • Fashion • Retail • Sales • Wearables • Design
Lead store performance by driving sales, profitability, and customer service. Recruit, coach, and develop a high-performing team. Oversee daily operations including inventory, payroll, loss prevention, visual merchandising, scheduling, and community representation of the Coach brand.
Top Skills:
Inventory Management SystemsLabor Management SystemsMS OfficeSales Reporting ToolsSocial Media
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
Build and lead Atlassian’s APAC implementation practice by hiring and developing delivery teams, leading pre-sales scoping, overseeing enterprise cloud implementations, and ensuring customer outcomes. Own portfolio quality, delivery governance, utilization, capacity, forecasting, margins, and operating discipline. Partner with Sales, Finance, Customer Success, Services Operations, and solution partners to scale implementation offerings across APAC. This player-coach role also involves hands-on customer engagements, technical discovery, and up to 30% regional travel.
Top Skills:
AIAtlassian CloudAutomationConfluenceJIRAJira Service Management
What you need to know about the Sydney Tech Scene
From opera to comedy shows, the Sydney Opera House hosts more than 1,600 performances a year, yet its entertainment sector isn't the only one taking center stage. The city's tech sector has earned a reputation as one of the fastest-growing in the region. More specifically, its IT sector stands out as the country's third-largest, growing at twice the rate of overall employment in the past decade as businesses continue to digitize their operations to stay competitive.
