Advancing Financial Adviser

Old Mutual South Africa; Pietermaritzburg; On-site; ZAR 250 000 - 350 000; Full time

Job summary

A leading financial services provider in Pietermaritzburg seeks a Financial Adviser to generate leads and offer personalized financial advice. The ideal candidate should have at least 12 months of experience in the financial services sector and a valid driver’s license. This role emphasizes building lasting customer relationships and providing comprehensive financial strategies based on individual client needs. Competitive offer with focus on continuous learning and market insights.

Qualifications

• Minimum of Matric or equivalent.
• 12 months’ financial services experience as a Financial Adviser.
• Completion of Long‑term Insurance Class of Business.

Responsibilities

• Generate leads through prospecting and networking.
• Provide holistic financial advice following a 6-step financial planning process.
• Create comprehensive financial plans tailored to customers’ needs.

Skills

Consultative Selling

Customer Service

Sales Software

Oral Communications

Education

NQF Level 5 - Higher, Advance or Occupational Certificate

Job description

Let’s Write Africa’s Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Key Role Deliverables

Personalised Financial Advice: Generate leads through prospecting, networking and relationship‑building. Meet with new customers to establish their financial goals. Provide holistic financial advice in the best interests of the customer by following the 6‑step financial planning process. Build and maintain strong relationships to ensure long‑term customer retention.

Holistic Financial Planning

Create comprehensive financial plans tailored to customers’ needs, including personal protection planning (life cover, funeral cover, severe illness cover, etc.), saving for education and other goals, investing for retirement, planning at retirement. Assist in developing investment strategies aligned with clients’ risk tolerance and financial goals. Use appropriate advice tools to establish and record investment strategies. Make appropriate use of referral models to meet needs for home‑loans, short‑term insurance, wills, medical schemes, etc.

Continuous Learning and Market Insights

Conduct a goal conversation and complete an analysis before recommending a solution. Complete the necessary learning, both initially and ongoing, to service the needs of customers by using the tools and product solutions available in the Personal Finance segment. Maintain awareness of changes in the economic, political, and regulatory environment.

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. Proven computer literacy. Excellent communication skills (written and verbal). Sound planning and organising abilities. Ability to collate, analyse and synthesise information. Entrepreneurial mindset. Sound business acumen. Grit, resilience and tenacity. Excellent listening skills with the ability to translate customer engagements into sales.

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

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

Closing Date: 29 September

• 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