Growth‑Oriented Financial Adviser — Elevate Your Career

Old Mutual; Auckland; On-site; NZD 39,000 - 59,000; Full time

Job summary

Old Mutual is seeking an Advancing Financial Adviser to join our team in Howick/Pietermaritzburg/Estcourt. You will provide consultative financial guidance, translate engagements into sales, and build lasting client relationships.

Required: Matric, 12 months’ financial services experience, Long-term Insurance completion; RE5 or FSCA qualifications are advantageous. A valid driver’s license and reliable car are expected.

Qualifications

• Matric or equivalent completed.
• 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completed.
• RE5 or FSCA-approved qualifications advantageous.

Responsibilities

• Translate customer engagements into sales.
• Provide consultative financial advice.
• Build and maintain customer relationships.
• Identify sales opportunities and close deals.

Skills

Consultative Selling

Customer Service

Probing Questions

Oral Communications

Understanding Customer Needs

Sales Opportunities

Customer Focus

Interpersonal Skills

Education

Matric / Grade 12 or equivalent

NQF Level 4 certificate or equivalent

National or Occupational Certificate

Tools

Sales Software

Job description

Old Mutual is seeking an Advancing Financial Adviser to join our team in Howick/Pietermaritzburg/Estcourt. You will provide consultative financial guidance, translate engagements into sales, and build lasting client relationships.

Required: Matric, 12 months’ financial services experience, Long-term Insurance completion; RE5 or FSCA qualifications are advantageous. A valid driver’s license and reliable car are expected.