Consultative Financial Advisor

Old Mutual South Africa; Vredenburg; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser to support clients with financial planning and insurance solutions. The role requires a Matric, at least 12 months in financial services as an adviser, and Long-term Insurance Class of Business completion. FAIS qualifications are advantageous.

A valid driver’s licence and clear checks are expected. Applicants should demonstrate consultative selling, customer focus and the ability to identify needs and opportunities while building trusted

Qualifications

• Matric or equivalent is a minimum requirement.
• At least 12 months' financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion is required; FAIS qualifications are a plus.

Skills

Consultative Selling

Customer Feedback

Customer Service

Identifying Needs

Sales Opportunities

Oral Communication

Qualifying Prospects

Sales Data Management

Relationship Building

Understanding Customer

Education

Grade 12 / Matric

Job description

Old Mutual South Africa is seeking a Financial Adviser to support clients with financial planning and insurance solutions. The role requires a Matric, at least 12 months in financial services as an adviser, and Long-term Insurance Class of Business completion. FAIS qualifications are advantageous.

A valid driver’s licence and clear checks are expected. Applicants should demonstrate consultative selling, customer focus and the ability to identify needs and opportunities while building trusted