Advancing Financial Adviser

Old Mutual Limited; Mossel Bay; Presencial; ZAR 180 000 - 320 000; Tempo integral

Resumo da oferta

Old Mutual Limited in Mossel Bay invites applications for an Advancing Financial Adviser. The role requires delivering consultative financial advice and building client relationships.

Candidates should have Matric, at least 12 months' financial services experience as an Adviser, and relevant FAIS and insurance qualifications. A valid driver's license and own transport are considered. Closing date 29 November 2026; employment aligned with Equity Plan.

Qualificações

• Matric or equivalent is required.
• At least 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.
• FAIS requirements such as Investments Class of Business completed or in progress.
• RE5 or FSCA-approved qualification is advantageous.

Conhecimentos

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

Formação académica

Matriculation Certificate (Matric)

Descrição da oferta de emprego

## Advancing Financial AdviserApply: Mossel Bay: Posted Today: JR-84658**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.****Qualifications and Experience****A minimum of Matric or equivalentA minimum 12 months’ financial services experience as a Financial AdviserA minimum of Long-term Insurance Class of Business completion.Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.****Other requirements****A valid driver’s licence and own carA clear criminal and credit check**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### **Competencies**Balances Stakeholders### ### Builds Networks### ### Communicates Effectively### ### Customer Focus### ### Ensures Accountability### ### Instills Trust### ### Interpersonal Savvy### ### Manages Complexity**Education**Matriculation Certificate (Matric)**Closing Date**29 November 2026 , 23:59***The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.***