Client-Centric Financial Adviser: Growth & Impact

Old Mutual Limited; Komani; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited in Queenstown, Eastern Cape, is seeking an Advancing Financial Adviser to deliver consultative financial guidance and drive client engagement. You will assess client needs, present suitable long-term insurance and investment solutions, and strengthen relationships with customers. The role requires Matric, 12 months of financial services experience as a Financial Adviser, FAIS qualifications, a valid driver’s license and own car.

Qualifications

• Matriculation certificate or equivalent is required.
• Minimum 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 and RE5 are advantageous.
• FSCA-approved qualification is an added advantage.

Responsibilities

• Provide consultative financial advice to clients.
• Identify customer needs and sales opportunities.
• Build and strengthen client relationships.
• Maintain accurate sales data and use sales software.

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Opportunities

Oral Communication

Probing Questions

Customer Relationship

Sales Data Management

Education

Matriculation Certificate (Matric)

Job description

Old Mutual Limited in Queenstown, Eastern Cape, is seeking an Advancing Financial Adviser to deliver consultative financial guidance and drive client engagement. You will assess client needs, present suitable long-term insurance and investment solutions, and strengthen relationships with customers. The role requires Matric, 12 months of financial services experience as a Financial Adviser, FAIS qualifications, a valid driver’s license and own car.