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Advancing financial adviser (ladysmith/ dundee/ glencoe and surrounds)

Dundee
Old Mutual
Financial advisor
Posted: 29 September
Offer description

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

1. A minimum of Matric or equivalent
2. A minimum 12 months’ financial services experience as a Financial Adviser
3. A minimum of Long-term Insurance Class of Business completion.
4. 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

5. A valid driver’s licence and own car
6. A clear criminal and credit check
7. Proven computer literacy
8. Excellent communication skills (written and verbal)
9. Sound planning and organising abilities
10. Ability to collate, analyse and synthesise information
11. Entrepreneurial mindset
12. Sound business acumen
13. Grit, resilience and tenacity
14. 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 StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

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

Closing Date

29 November 2025, 23:59

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