Financial Adviser: Build Trusted Client Solutions in Africa

Old Mutual Life Assurance Company (SA) Ltd (PFA); Butterworth; Vor Ort; ZAR 300.000 - 420.000; Vollzeit

Zusammenfassung

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa seeks a Financial Adviser with a drive to grow business and build client relationships. A valid driver’s licence and own car are required to attend meetings and manage client visits.

Minimum Matric and 12 months’ financial services experience as a Financial Adviser are expected, along with FAIS qualifications (Investments Class of Business; RE5). Completion of additional FAIS requirements is advantageous.

Qualifikationen

• Matric or equivalent (minimum).
• At least 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion.
• Completion of additional FAIS requirements such as Investments Class of Business, RE5; FSCA-approved qualification advantageous.

Kenntnisse

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

Ausbildung

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Jobbeschreibung

Old Mutual Life Assurance Company (SA) Ltd (PFA) in South Africa seeks a Financial Adviser with a drive to grow business and build client relationships. A valid driver’s licence and own car are required to attend meetings and manage client visits.

Minimum Matric and 12 months’ financial services experience as a Financial Adviser are expected, along with FAIS qualifications (Investments Class of Business; RE5). Completion of additional FAIS requirements is advantageous.