Advancing Financial Adviser Gauteng - PFA Campaign

Old Mutual Limited; South Africa; Vor Ort; ZAR 180.000 - 300.000; Vollzeit

Zusammenfassung

Old Mutual Limited in South Africa invites applications for a Financial Adviser role. The position requires a matric or equivalent, at least 12 months in financial services, and completion of Long-term Insurance Class of Business, with RE5 and FAIS qualifications advantageous.

A valid driver’s licence, own car, and clear criminal and credit checks are required, as well as strong consultative selling and customer service skills to build lasting client relationships.

Qualifikationen

• Matric or equivalent qualification required.
• At least 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion required; FAIS (Investments Class) and RE5 advantageous.
• Valid driver’s licence and own car; clear criminal and credit checks.

Kenntnisse

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

Ausbildung

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Jobbeschreibung

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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

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!

Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.