Advancing Financial Adviser (Morningside Durban) 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
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

18 January 2026 , 23:59