Advancing Financial Advisor

Old Mutual; Polokwane; On-site; ZAR 200,000 - 300,000; Full time

Job summary

Old Mutual seeks a Financial Adviser to leverage the African opportunity and drive sales in financial services. Candidates must have a minimum qualification of Matric, 12 months of relevant experience, and demonstrate strong consultative selling skills, customer focus, and the ability to manage complex relationships overcoming challenges. Relevant certifications are advantageous, especially in long-term insurance and financial advisory regulations.

Qualifications

• A minimum of Matric or equivalent.
• A minimum of 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.
• Completion of additional FAIS requirements such as Investments Class of Business and the Regulatory Examination 5 (RE5) will be advantageous.

Responsibilities

• Consultative approach to selling financial products to clients.
• Identifying customer needs and sales opportunities.
• Managing customer relationships and providing ongoing support.

Skills

Consultative Selling

Customer Feedback Management

Customer Service

Oral Communications

Strategic Selling

Education

NQF Level 4 - Grade 12

Job description

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

Balances StakeholdersBuilds NetworksCommunicates EffectivelyCustomer FocusEnsures AccountabilityInstills TrustInterpersonal SavvyManages Complexity

Education

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