Dynamic Financial Adviser: Build Client Wealth & Trust

Old Mutual Life Assurance Company (SA) Ltd; Nongoma; On-site; ZAR 240,000 - 360,000; Full time

Benefits offered by this job

Quality training and support

Growth opportunities

Diversity and inclusion

Job summary

Old Mutual Life Assurance Company (SA) Ltd is seeking a driven financial adviser to deliver proactive, on-demand financial services to customers in an allocated market. You will build strong client relationships, provide sound financial advice, and ensure service delivery aligns with customer goals and compliance frameworks.

You will undergo formal in-house training, complete regulatory exams, and maintain continuous professional development through the Financial Services Regulatory Authority,

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 advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
• Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
• Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
• Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

MS Office

Education

Grade 12 (Matric)

Tools

MS Office

Job description

Old Mutual Life Assurance Company (SA) Ltd is seeking a driven financial adviser to deliver proactive, on-demand financial services to customers in an allocated market. You will build strong client relationships, provide sound financial advice, and ensure service delivery aligns with customer goals and compliance frameworks.

You will undergo formal in-house training, complete regulatory exams, and maintain continuous professional development through the Financial Services Regulatory Authority,