Growth-Driven Financial Adviser | Consultative Sales

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

Job summary

Old Mutual in Queenstown is seeking an Advancing Financial Adviser to support customer engagement, assess financial needs, and provide appropriate advisement. The role requires a valid driver’s license, strong communication and analytical abilities, and the capacity to translate client information into actionable sales opportunities.

Candidates should have Matric, financial services exposure and FAIS qualifications; a proactive, resilient mindset and ability to handle multiple tasks will be

Qualifications

• Matric or equivalent qualification completed.
• Minimum 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion is required.
• Additional FAIS requirements such as Investments Class of Business, RE5 or FSCA-approved qualifications are 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

Balances Stakeholders

Builds Networks

Communicates Effectively

Customer Focus

Ensures Accountability

Instills Trust

Interpersonal Savvy

Manages Complexity

Education

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

Job description

Old Mutual in Queenstown is seeking an Advancing Financial Adviser to support customer engagement, assess financial needs, and provide appropriate advisement. The role requires a valid driver’s license, strong communication and analytical abilities, and the capacity to translate client information into actionable sales opportunities.

Candidates should have Matric, financial services exposure and FAIS qualifications; a proactive, resilient mindset and ability to handle multiple tasks will be