Proactive Financial Advisor - Grow Client Wealth

Old Mutual South Africa; Dundee (OH); On-site; USD 18,000 - 29,000; Full time

Job summary

Old Mutual South Africa is seeking a proactive Financial Adviser to provide tailored financial advice to a defined customer segment. You will build lasting client relationships, deliver compliant financial solutions, and contribute to business growth through proactive problem solving and ongoing professional development.

The role requires FAIS compliance, in-house training, regulatory exams, and ongoing CPD to maintain accreditation with the Financial Services Regulatory Authority.

Qualifications

• Grade 12 (Matric) certificate is required.
• FAIS compliance.
• RE5 an advantage.
• A valid Driver’s licence and your own car.
• A clear criminal and credit check.
• A minimum of 3 years working experience (preferably in sales).
• Proven computer literacy (MS Office suite).
• Excellent communication skills (written and verbal).

Responsibilities

• Provide proactive financial advice to customers within an allocated market.
• Maintain superior service delivery by building strong client relationships.
• Complete in-house training and regulatory exams; accreditation with the Financial Services Regulatory authority and ongoing CPD.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Sales Data Management

Probing Questions

Qualifying Prospects

Oral Communications

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual South Africa is seeking a proactive Financial Adviser to provide tailored financial advice to a defined customer segment. You will build lasting client relationships, deliver compliant financial solutions, and contribute to business growth through proactive problem solving and ongoing professional development.

The role requires FAIS compliance, in-house training, regulatory exams, and ongoing CPD to maintain accreditation with the Financial Services Regulatory Authority.