Client-Focused Financial Advisor & Relationship Builder

Old Mutual South Africa; Cape Town; On-site; ZAR 120,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser to engage clients, provide consultative financial guidance, and drive opportunities within the South Africa market. The role emphasizes customer service, needs analysis, and building trusted relationships with clients.

The position requires Matric, 12+ months in financial services as an adviser, and insurance product knowledge. A valid driver's license and credit/criminal checks are required.

Qualifications

• Matric or equivalent is required.
• At least 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion is required.
• RE5 and FSCA-approved qualifications are 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

Grade 12 / Matric or equivalent

Job description

Old Mutual South Africa is seeking a Financial Adviser to engage clients, provide consultative financial guidance, and drive opportunities within the South Africa market. The role emphasizes customer service, needs analysis, and building trusted relationships with clients.

The position requires Matric, 12+ months in financial services as an adviser, and insurance product knowledge. A valid driver's license and credit/criminal checks are required.