Africa-Focused Financial Adviser for Growth

Old Mutual South Africa; Paarl; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual South Africa invites applications for a Financial Adviser role in Paarl. The candidate should hold Matric, have at least 12 months of financial services experience, and have completed Long-term Insurance Class of Business. Additional FAIS qualifications like Investments Class of Business and RE5 are advantageous.

A valid driver’s license and own car are required. The appointment will be made in line with Old Mutual's Employment Equity Plan and the relevant business unit.

Qualifications

• Matric or equivalent is required.
• 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 is advantageous.

Skills

Consultative Selling

Customer Service

Customer Understanding

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Oral Communications

Evaluating Information

Identifying Customer Needs

Identifying Sales Opportunities

Customer Feedback Management

Customer Focus

Interpersonal Savvy

Builds Networks

Education

Matric (Matriculation)

Financial Adviser Experience

Long-term Insurance Class of Business completion

FAIS Investments Class of Business

RE5 (Regulatory Examination 5)

FSCA-approved qualification

Job description

Old Mutual South Africa invites applications for a Financial Adviser role in Paarl. The candidate should hold Matric, have at least 12 months of financial services experience, and have completed Long-term Insurance Class of Business. Additional FAIS qualifications like Investments Class of Business and RE5 are advantageous.

A valid driver’s license and own car are required. The appointment will be made in line with Old Mutual's Employment Equity Plan and the relevant business unit.