Advance Your Financial Advisory Career in Cape Town

Old Mutual Limited; Cape Town; On-site; ZAR 250,000 - 400,000; Full time

Job summary

Old Mutual Limited in Cape Town invites applications for an Advancing Financial Adviser role within our PFA-enabled network. You will engage clients with consultative selling, assess financial needs, and offer suitable guidance and products to build lasting relationships.

Qualifying candidates typically have Matric, a year of financial services exposure, and related insurance/FAIS qualifications; a valid driver's license is preferred for client visits and assessments.

Qualifications

• Matriculation certificate (Matric) is required.
• Minimum 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business; RE5 or FSCA qualification advantageous.

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Strengthening Customer Relationships

Education

Matric

Job description

Old Mutual Limited in Cape Town invites applications for an Advancing Financial Adviser role within our PFA-enabled network. You will engage clients with consultative selling, assess financial needs, and offer suitable guidance and products to build lasting relationships.

Qualifying candidates typically have Matric, a year of financial services exposure, and related insurance/FAIS qualifications; a valid driver's license is preferred for client visits and assessments.