Advancing Financial Adviser

Old Mutual South Africa; Paarl; Presencial; ZAR 240.000 - 360.000; Jornada completa

Descripción de la vacante

Old Mutual South Africa invites applications for a Financial Adviser role in the Western Cape. Requirements include a Matriculation Certificate and at least 12 months of financial services experience. Completion of Long-term Insurance Class of Business and FAIS requirements (Investments Class of Business) and RE5 are advantageous.

A valid driver’s license and clean credit/criminal checks are essential. The candidate should be customer-focused with consultative selling skills and a strong ability

Formación

• Matric or equivalent
• Minimum 12 months financial services experience as a Financial Adviser
• Long-term Insurance Class of Business completion
• Completion of FAIS requirements such as Investments Class of Business, RE5; FSCA-approved qualification advantageous

Conocimientos

Consultative Selling

Customer Feedback Management

Customer Focus

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

Educación

Matriculation Certificate (Matric)

Descripción del empleo

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 \u2019months\’ 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!