Client-Focused Financial Adviser: Wealth & Insurance

Old Mutual Limited; Gqeberha; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited is hiring an Advancing Financial Adviser in Port Elizabeth. The role requires at least a Matric, 12 months of financial services experience as a Financial Adviser, and completion of Long-term Insurance Class of Business. FAIS qualifications like RE5 are advantageous.

A valid driver’s license and own car are required. Applicants must pass criminal and credit checks. The position aligns with Old Mutual's commitment to the African opportunity and diverse talent.

Qualifications

• A minimum of Matric or equivalent.
• A minimum of 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.
• Completion of FAIS requirements such as Investments Class of Business and RE5 is advantageous.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

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

Relationship Building

Education

Matriculation Certificate (Matric)

Job description

Old Mutual Limited is hiring an Advancing Financial Adviser in Port Elizabeth. The role requires at least a Matric, 12 months of financial services experience as a Financial Adviser, and completion of Long-term Insurance Class of Business. FAIS qualifications like RE5 are advantageous.

A valid driver’s license and own car are required. Applicants must pass criminal and credit checks. The position aligns with Old Mutual's commitment to the African opportunity and diverse talent.