Consultative Financial Advisor for Growth & Impact

Old Mutual; Queenstown; On-site; NZD 60,000 - 90,000; Full time

Job summary

Old Mutual is seeking an Advancing Financial Adviser in Queenstown to deliver consultative financial planning and client-focused service. Applicants should have at least 12 months in financial services and hold the Long-term Insurance Class of Business, with RE5 advantageous.

A valid driver's license, own car, and clear background checks are required; related FAIS qualifications are preferred. The role supports growth in a dynamic market.

Qualifications

• Matric or equivalent is required.

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Opportunities

Oral Communication

Probing Questions

Qualifying Prospects

Sales Data Management

Strategic Selling

Interpersonal Savvy

Education

Matriculation Certificate

Tools

Sales Software

Job description

Old Mutual is seeking an Advancing Financial Adviser in Queenstown to deliver consultative financial planning and client-focused service. Applicants should have at least 12 months in financial services and hold the Long-term Insurance Class of Business, with RE5 advantageous.

A valid driver's license, own car, and clear background checks are required; related FAIS qualifications are preferred. The role supports growth in a dynamic market.