Client-Centric Financial Advisor | Grow Relationships

Old Mutual Limited; Scottburgh; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual South Africa is hiring a financial adviser to deliver proactive financial advice and service to a defined customer market. You will build strong client relationships, advise on suitable solutions, and ensure compliance with regulatory standards and company policies.

The role requires FAIS compliance, regulatory exams, and ongoing professional development, with in-house training and growth opportunities across business units.

Qualifications

• Formal in-house training and regulatory exams are required.
• Accredited financial adviser with pro-active, on-demand service to customers.

Responsibilities

• Provide advice on a range of products to allocated markets.
• Give quality customer service and identify opportunities to secure new business or retain existing customers.
• Manage CRM data and schedule follow-ups for effective retention and development.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Tools

MS Office

Job description

Old Mutual South Africa is hiring a financial adviser to deliver proactive financial advice and service to a defined customer market. You will build strong client relationships, advise on suitable solutions, and ensure compliance with regulatory standards and company policies.

The role requires FAIS compliance, regulatory exams, and ongoing professional development, with in-house training and growth opportunities across business units.