Advancing Financial Adviser

Old Mutual; Worcester; On-site; GBP 30,000 - 55,000; Full time

Job summary

Old Mutual is seeking a Financial Adviser in Worcester to deliver consultative financial guidance, focusing on understanding client needs and building lasting relationships.

Requirements include Matric, at least 12 months in financial services as an Adviser, and completion of Long-term Insurance Class of Business; RE5 and additional FAIS qualifications are advantageous. A valid driver’s licence and own car are essential, along with a clean criminal and credit check.

Skills

Consultative Selling

Customer Feedback

Customer Service

Customer Understanding

Identifying Needs

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Customer Focus

Accountability

Interpersonal Savvy

Job description

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

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity