Advancing Financial Advisor: Grow Client Wealth & Impact

Old Mutual Limited; Worcester; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited invites applications for an Advancing Financial Adviser position in Worcester. The role requires Matric, at least 12 months’ financial services experience as a Financial Adviser, and completed Long-term Insurance Class of Business. Additional FAIS qualifications such as Investments Class of Business and RE5 are advantageous.

A valid driver’s license and own car, plus a clear criminal and credit check, are required to succeed in this role within Old Mutual’s PFA network.

Qualifications

• Matriculation is the minimum qualification.
• At least 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.
• FAIS requirements such as Investments Class of Business, RE5, FSCA qualifications advantageous.

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Customer Feedback Management

Customer Understanding

Evaluating Information

Education

Matriculation Certificate (Matric)

Job description

Old Mutual Limited invites applications for an Advancing Financial Adviser position in Worcester. The role requires Matric, at least 12 months’ financial services experience as a Financial Adviser, and completed Long-term Insurance Class of Business. Additional FAIS qualifications such as Investments Class of Business and RE5 are advantageous.

A valid driver’s license and own car, plus a clear criminal and credit check, are required to succeed in this role within Old Mutual’s PFA network.