Financial Adviser: Growth, Consultative Selling & Impact

Old Mutual Limited; Howick; On-site; NZD 55,000 - 75,000; Full time

Job summary

Old Mutual Limited in Auckland is seeking a Financial Adviser with at least 12 months of financial services experience to provide quality client advice and service. You will assess needs, present suitable solutions, and support ongoing relationships.

Candidates should have Matric, Long-term Insurance Class of Business completion, and FAIS requirements; a valid driver’s license and reliable transport are advantageous. This is an on-site role in New Zealand with opportunities to grow.

Qualifications

• 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.

Skills

Consultative selling

Customer understanding

Sales opportunities

Probing questions

Qualifying prospects

Customer feedback

Strategic selling

Education

NQF Level 4 / Grade 12

Job description

Old Mutual Limited in Auckland is seeking a Financial Adviser with at least 12 months of financial services experience to provide quality client advice and service. You will assess needs, present suitable solutions, and support ongoing relationships.

Candidates should have Matric, Long-term Insurance Class of Business completion, and FAIS requirements; a valid driver’s license and reliable transport are advantageous. This is an on-site role in New Zealand with opportunities to grow.