Advancing Financial Adviser

Old Mutual South Africa; Mossel Bay; Vor Ort; ZAR 180.000 - 360.000; Vollzeit

Zusammenfassung

Old Mutual South Africa is seeking a Financial Adviser in Mossel Bay, Western Cape. The role requires a minimum of matric and at least 12 months’ financial services experience, along with completion of Long-term Insurance Class of Business. Additional FAIS qualifications like Investments Class of Business and RE5 are advantageous.

A valid driver’s licence and clean credit and criminal checks apply. Applicants should be customer-focused, able to identify needs and opportunities, and maintain

Qualifikationen

• Matriculation essential with proven financial services exposure.
• Experience as Financial Adviser advantage.
• Completion of FAIS requirements or RE5 advantageous.

Kenntnisse

Consultative Selling

Customer Feedback

Customer-Focused

Customer Service

Customer Understanding

Evaluating Information

Identifying Needs

Identifying Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Relationships

Ausbildung

Matriculation Certificate (Matric)

Jobbeschreibung

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

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 equivalent
• A minimum 12 months’ financial services experience as a Financial Adviser
• A 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 car
• A 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.

The Old Mutual Story!