Advancing Financial Advisor

Old Mutual Life Assurance Company (SA) Ltd

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Port Elizabeth Until 9/20/2026 12+ years exp First posted April 17, 2026 Last posted July 22, 2026
Job 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

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

Matriculation Certificate (Matric)

Closing Date

19 August 2026 , 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.

The Old Mutual Story!

About this role

Summary

Provide financial advice, build client relationships, and meet sales targets.

Job title

Advancing Financial Advisor

Experience level

12+ months

Minimum experience

12+ years exp

Industry

finance

Location requirements

Port Elizabeth, on-site work only

Salary

Not specified

Management role

No

Skills & keywords

Required skills

consultative sellingcustomer feedback managementcustomer servicecustomer understandingevaluating informationidentifying customer needssales softwarestrategic selling

Preferred skills

None specified

Specializations

financial advisingclient consultinginsurancesales
Locations

Structured locations inferred from the posting.

Gqeberha, South Africa

On-site City