Advancing Financial Advisor - Growth & Client Impact

Old Mutual Limited; Pietermaritzburg; On-site; ZAR 350,000 - 520,000; Full time

Job summary

Old Mutual Limited in Pietermaritzburg/Estcourt/Howick is seeking an Advancing Financial Adviser. The role requires a minimum Matric with at least 12 months of financial services experience as a Financial Adviser, and completion of Long-term Insurance Class of Business. RE5 and FSCA qualifications are advantageous.

A valid driver’s license and own car are essential, with a clear criminal and credit check. The appointment is in a full-time capacity, with emphasis on consultative selling, customer

Qualifications

• Matric or equivalent is required.
• At least 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion.
• FSCA qualification (RE5) advantageous.

Responsibilities

• Provide financial advice to clients based on their needs.
• Identify customer needs and sales opportunities and translate engagements into sales.

Skills

Consultative Selling

Customer Service

Qualifying Prospects

Oral Communications

Sales Data Management

Sales Opportunities

Customer Understanding

Probing Questions

Education

Matric or equivalent

National/Occupational Certificate

Tools

Sales Software

Job description

Old Mutual Limited in Pietermaritzburg/Estcourt/Howick is seeking an Advancing Financial Adviser. The role requires a minimum Matric with at least 12 months of financial services experience as a Financial Adviser, and completion of Long-term Insurance Class of Business. RE5 and FSCA qualifications are advantageous.

A valid driver’s license and own car are essential, with a clear criminal and credit check. The appointment is in a full-time capacity, with emphasis on consultative selling, customer