Consultative Financial Adviser: Growth & Client Focus

Old Mutual Limited; Estcourt; On-site; ZAR 180,000 - 340,000; Full time

Job summary

Old Mutual Limited is seeking a Financial Adviser in KwaZulu-Natal. The role requires a minimum of Matric and at least 12 months’ financial services experience, plus completion of Long-term Insurance Class of Business. RE5 and related qualifications are advantageous.

Possession of a valid driver’s licence, clear credit and criminal checks, and strong communication skills are essential. Applicants should be organised, analytical, entrepreneurial, and business-minded with resilience.

Qualifications

• The candidate must have strong consultative selling skills.
• Ability to collect and analyse customer information to identify opportunities.
• Excellent communication and interpersonal skills are essential.

Responsibilities

• Excellent listening skills with the ability to translate customer engagements into sales.
• Engage with customers to assess needs and present suitable financial solutions.
• Collaborate with team to achieve sales goals.

Skills

Consultative Selling

Customer Feedback Management

Customer Understanding

Oral Communications

Education

NQF Level 4 - Grade 12

Tools

Sales Software

Job description

Old Mutual Limited is seeking a Financial Adviser in KwaZulu-Natal. The role requires a minimum of Matric and at least 12 months’ financial services experience, plus completion of Long-term Insurance Class of Business. RE5 and related qualifications are advantageous.

Possession of a valid driver’s licence, clear credit and criminal checks, and strong communication skills are essential. Applicants should be organised, analytical, entrepreneurial, and business-minded with resilience.