Advancing Financial Advisor

Old Mutual South Africa; Mossel Bay; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Old Mutual South Africa recherche un Conseiller Financier. Vous aurez la responsabilité de proposer des solutions financières tout en construisant des relations solides avec les clients. Ce rôle exige une expérience préalable dans le secteur financier et des compétences en vente. Le candidat idéal devra posséder un permis de conduire valide et avoir un véhicule.

Qualifications

• Minimum de Matric ou équivalent requis.
• 12 mois d'expérience dans les services financiers comme Conseiller Financier.
• Achèvement des exigences FAIS comme le Regulatory Examination 5 (RE5) préférée.

Skills

Consultative Selling

Customer Service

Oral Communications

Sales Software

Strategic Selling

Education

Matriculation 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.

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

17 July 2025 , 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!