Client-Centric Financial Adviser

Old Mutual Limited; George; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Old Mutual Limited in George invites applications for an Advancing Financial Adviser to join our team. You will provide consultative financial guidance and build lasting relationships with clients in the Western Cape, helping them achieve their financial goals.

Required are Matric or equivalent, at least 12 months’ experience as a Financial Adviser, and completion of Long-term Insurance; FAIS requirements (Investments Class of Business) and RE5 are advantageous.

Qualifications

• Matric or equivalent (minimum)
• At least 12 months’ financial services experience as a Financial Adviser
• Long-term Insurance Class of Business completion; FAIS requirements (Investments Class, RE5) advantageous

Skills

Consultative Selling

Customer Feedback

Customer Service

Identifying Customer Needs

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Customer Relationships

Education

Matriculation Certificate (Matric)

Job description

Old Mutual Limited in George invites applications for an Advancing Financial Adviser to join our team. You will provide consultative financial guidance and build lasting relationships with clients in the Western Cape, helping them achieve their financial goals.

Required are Matric or equivalent, at least 12 months’ experience as a Financial Adviser, and completion of Long-term Insurance; FAIS requirements (Investments Class of Business) and RE5 are advantageous.