Advancing Financial Adviser OMI BLOEMFONTEIN X1
Old Mutual is seeking an Advancing Financial Adviser in Bloemfontein to support clients with tailored financial solutions. The role requires providing consultative financial advice, managing customer relationships, and identifying sales opportunities while ensuring compliance with industry regulations.
Job Overview:
- Job Title: Advancing Financial Adviser
- Company: Old Mutual
- Location: Bloemfontein
- Employment Type: Full-time
Company Overview:
Old Mutual is a proud advocate of Africa’s potential, fostering a diverse and dynamic workforce across the continent. The company is committed to empowering its employees and clients alike, contributing to Africa’s financial growth story.
Qualifications and Experience:
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Minimum Matric or equivalent
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At least 12 months’ experience as a Financial Adviser in the financial services sector
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Completion of Long-term Insurance Class of Business
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Additional FAIS requirements such as Investments Class of Business, Regulatory Examination 5 (RE5), or FSCA-approved qualifications are advantageous
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Valid driver’s license and own car
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Clear criminal and credit check
Skills and Competencies:
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Consultative Selling, Customer Feedback Management, Customer Service, Customer Understanding
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Evaluating Information, Identifying Customer Needs and Sales Opportunities
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Oral Communications, Probing Questions, Qualifying Prospects
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Sales Data Management and Sales Software proficiency
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Strategic Selling and Strengthening Customer Relationships
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Balances Stakeholders, Builds Networks, Communicates Effectively
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Customer Focus, Ensures Accountability, Instills Trust
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Interpersonal Savvy, Manages Complexity
Education:
NQF Level 4 – Grade 12, School Leaving Certificate, National or Occupational Certificate or equivalent
Benefits:
Opportunity to grow within a leading financial services company, contributing to a vibrant African economic story with support for continuous professional development.
Application Process:
Submit your application by 02 September 2025, 23:59. The appointment will be made in accordance with Old Mutual South Africa’s Employment Equity Plan, prioritizing designated groups.
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