Financial Consultant (OMF Parow)
Old Mutual
Customer Service Carry out standard customer service activities and handle simple customer inquiries. Solutions Analysis Assess compliance with…
- Cape Town
- Full time
Old Mutual
Advancing Financial Adviser
- East London
- Eastern Cape
- Finance and Accounting
- Closing date
- Wednesday, 20 January 2027 Closes 20 Jan
- Reference
- JR-85227
- Source
- Old Mutual · 9 Nov 2026
About the role
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
Requirements
Matriculation Certificate (Matric)
Requirements checklist
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Sign in to build the checklistSkills
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
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