Client-Focused Financial Adviser (Africa)

Old Mutual; Kathu; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services firm in Northern Cape is seeking an experienced Financial Adviser to provide consultative selling and exceptional customer service. Candidates must have a minimum of 12 months’ experience in financial services and a valid driver’s license. Responsibilities include identifying customer needs and managing sales data. This role offers opportunities for growth within a dynamic team.

Qualifications

• A minimum of Matric or equivalent.
• A minimum of 12 months’ financial services experience as a Financial Adviser.
• Completion of additional FAIS requirements such as Investments Class of Business and the Regulatory Examination 5 (RE5) is advantageous.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4 - Grade 12 or equivalent

Job description

A leading financial services firm in Northern Cape is seeking an experienced Financial Adviser to provide consultative selling and exceptional customer service. Candidates must have a minimum of 12 months’ experience in financial services and a valid driver’s license. Responsibilities include identifying customer needs and managing sales data. This role offers opportunities for growth within a dynamic team.