Consultative Financial Adviser — Grow Clients' Wealth

Old Mutual South Africa; Worcester (MA); On-site; USD 60,000 - 90,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser with a minimum of 12 months financial services experience and a Matric (or equivalent) to join our client-focused team.

The role requires completion of FAIS responsibilities such as Investments Class of Business and RE5; a valid driver's license and a clear criminal/credit check are essential. Training and career progression are provided in a diverse, metrics-driven environment.

Qualifications

• Matric or equivalent required.
• At least 12 months’ financial services experience as a Financial Adviser.
• Minimum Long-term Insurance Class of Business completion.
• FAIS requirements such as Investments Class of Business; RE5 advantageous.

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Opportunities

Oral Communications

Education

Matriculation Certificate (Matric)

Job description

Old Mutual South Africa is seeking a Financial Adviser with a minimum of 12 months financial services experience and a Matric (or equivalent) to join our client-focused team.

The role requires completion of FAIS responsibilities such as Investments Class of Business and RE5; a valid driver's license and a clear criminal/credit check are essential. Training and career progression are provided in a diverse, metrics-driven environment.