Financial Adviser - Consultative Wealth Builder

oldmutual; Johannesburg; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser to join our growing team in Johannesburg. The role requires a Matric or equivalent, at least 12 months in financial services as a Financial Adviser, and completion of Long-term Insurance Class of Business, with FAIS qualifications advantageous.

You will use consultative selling, identify client needs, and pursue sales opportunities while adhering to regulatory requirements.

Qualifications

• A minimum of Matric or equivalent.
• A minimum 12 months' financial services experience as a Financial Adviser.
• A minimum of Long-term Insurance Class of Business completion.
• Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be 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

Education

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

Job description

Old Mutual South Africa is seeking a Financial Adviser to join our growing team in Johannesburg. The role requires a Matric or equivalent, at least 12 months in financial services as a Financial Adviser, and completion of Long-term Insurance Class of Business, with FAIS qualifications advantageous.

You will use consultative selling, identify client needs, and pursue sales opportunities while adhering to regulatory requirements.