Financial Adviser - Consultative Growth & Client Impact

oldmutual; Cape Town; On-site; ZAR 250,000 - 350,000; Full time

Job summary

Old Mutual in Cape Town is seeking a Financial Adviser with matric and FAIS credentials. The role focuses on consultative selling, understanding client needs, and identifying sales opportunities while delivering excellent customer service.

Applicants should have at least 12 months in financial services, completion of Long-term Insurance, and RE5 or FSCA-approved qualification is advantageous. A valid driver’s license and own car are preferred.

Qualifications

• Matric or equivalent.
• 12 months' financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion.
• FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5) — FSCA approval 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

Job description

Old Mutual in Cape Town is seeking a Financial Adviser with matric and FAIS credentials. The role focuses on consultative selling, understanding client needs, and identifying sales opportunities while delivering excellent customer service.

Applicants should have at least 12 months in financial services, completion of Long-term Insurance, and RE5 or FSCA-approved qualification is advantageous. A valid driver’s license and own car are preferred.