Advancing Financial Adviser: Excellent Benefits and Growth with Old Mutual

Stellenbeschreibung und Bedingungen

Old Mutual is seeking a full-time Advancing Financial Adviser. While salary details are not published, applicants benefit from a permanent contract and professional growth opportunities.

This position requires a Matric minimum, comprehensive insurance class training, and at least 12 months in a financial advisory role. Ongoing learning is encouraged.

Applicants should hold a valid driver’s licence, have their own vehicle, and maintain clear legal and credit records. Compliance is non-negotiable for this reputable employer.

Excellent computer literacy is a must. Ideal candidates possess a customer-focused and entrepreneurial attitude, with proven reliability and analytical abilities for success.

Communication is key in this role – both written and verbal skills are essential, as is strong business acumen. Expect support from an established, diverse employer.

Day-to-Day and Responsibilities

The financial adviser position involves consultative selling, customer relationship management, and converting client engagements into sales opportunities with integrity and attention to detail.

Advisers meet with clients, probing and evaluating financial needs. Information is efficiently gathered and synthesised to recommend suitable long-term insurance products.

Expect to manage sales data, utilise sales software, and qualify prospects. Organising your day with discipline is essential to building a reliable client base.

Listening skills are strongly valued so you can accurately match solutions to each individual client’s objectives, fostering lasting partnerships and repeat business.

Internal communication and collaboration are central, allowing you to balance stakeholder interests and share feedback with management for ongoing service optimisation.

Advantages of Joining Old Mutual

Old Mutual invests heavily in staff development, career advancement, and training. Advisers benefit from being part of a respected firm with continental reach.

Employees enjoy stability and are encouraged to build lasting relationships and a rewarding portfolio. Flexible structure rewards ambition, resilience, and reliable customer service.

Mögliche Nachteile

This is not an entry-level job: the process is competitive and only those with the required qualifications and track record will progress.

The role is driven by targets and metrics, meaning that high energy and a self-motivated, entrepreneurial spirit are needed to thrive under consistent performance expectations.

Endgültiges Urteil

For motivated and qualified financial professionals, Old Mutual’s Advancing Financial Adviser role offers a promising step up. The focus on skills, stability, and support makes it a standout career option.