Financial Adviser: Consultative Wealth Guidance

Old Mutual Limited; Howick; On-site; NZD 60,000 - 80,000; Full time

Job summary

Old Mutual Limited is seeking a qualified Financial Adviser to serve the Auckland area, delivering personalised financial guidance and selling insurance and investment solutions while building durable client relationships.

Applicants should have Matric, a minimum of 12 months’ financial services experience as an Adviser, and required FAIS qualifications. A valid driver’s license, clean credit/criminal checks, and strong communication skills are essential.

Qualifications

• Matric or equivalent (Grade 12) required.
• Minimum 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion.
• FAIS requirements such as Investments Class of Business, RE5, FSCA qualification 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

Grade 12

NQF Level 4

School Leaving Certificate

National or Occupational Certificate

Job description

Old Mutual Limited is seeking a qualified Financial Adviser to serve the Auckland area, delivering personalised financial guidance and selling insurance and investment solutions while building durable client relationships.

Applicants should have Matric, a minimum of 12 months’ financial services experience as an Adviser, and required FAIS qualifications. A valid driver’s license, clean credit/criminal checks, and strong communication skills are essential.