Advancing Financial Adviser: Growth & Consultative Selling

Old Mutual; Auckland; On-site; NZD 4,800 - 7,000; Full time

Job summary

Old Mutual is seeking an Advancing Financial Adviser to service clients in Pietermaritzburg/Howick and Surrounds. The role emphasizes consultative selling, needs analysis, and compliant financial guidance across products.

Applicants should have Matric, at least 12 months’ financial services experience as a Financial Adviser, and, ideally, a Long-term Insurance Class of Business completion; RE5 and FSCA qualifications are a plus. A valid driver’s license and own car are required.

Qualifications

• Matric or equivalent required.
• Minimum 12 months financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion required.
• Completion of additional FAIS requirements such as Investments Class of Business; RE5 and FSCA qualifications advantageous.

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

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Job description

Old Mutual is seeking an Advancing Financial Adviser to service clients in Pietermaritzburg/Howick and Surrounds. The role emphasizes consultative selling, needs analysis, and compliant financial guidance across products.

Applicants should have Matric, at least 12 months’ financial services experience as a Financial Adviser, and, ideally, a Long-term Insurance Class of Business completion; RE5 and FSCA qualifications are a plus. A valid driver’s license and own car are required.