Client-Focused Financial Advisor | Growth & Solutions

oldmutual; Scottburgh; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual is seeking a proactive Financial Adviser to provide on-demand financial guidance to customers in an allocated market. You will build strong client relationships and deliver sound, compliant solutions aligned with each customer's goals.

The role includes in-house training, completing regulatory exams, accreditation with the Financial Services Regulatory Authority, and ongoing professional development.

Qualifications

• Grade 12 (Matric) certificate.
• FAIS compliance.
• RE5 an advantage.
• A valid Driver's licence and your own car.
• A clear criminal and credit check.
• A minimum of 3 years working experience (preferably in sales).
• Proven computer literacy (MS Office suite).
• Excellent communication skills (written and verbal).

Responsibilities

• Provide quality service to customers while identifying opportunities to secure new business or support retention.
• Process cases, deal with complex queries, and investigate and resolve customer problems.
• Analyze specific problems and issues to find the best solutions (technical or professional).
• Receive visitors and assist with information requests, referring complex matters to colleagues.
• Enter CRM data and schedule follow-up actions to enable retention and business development.
• Set objectives for sales calls and tailor materials for decision-makers and influencers.
• Develop a relationship management plan to identify and build executive relationships.
• Ensure compliance with organizational policies and regulatory codes.

Skills

Communication skills

Sales skills

Customer service

Interpersonal skills

Education

Grade 12 (Matric)

FAIS compliance

RE5 certification (advantage)

Tools

MS Office

Job description

Old Mutual is seeking a proactive Financial Adviser to provide on-demand financial guidance to customers in an allocated market. You will build strong client relationships and deliver sound, compliant solutions aligned with each customer's goals.

The role includes in-house training, completing regulatory exams, accreditation with the Financial Services Regulatory Authority, and ongoing professional development.