Financial Adviser: Consultative Wealth Solutions

Old Mutual Life Assurance Company (SA) Ltd (PFA); Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) seeks a Financial Adviser in South Africa’s Western Cape region. The role requires Matric, at least 12 months in financial services, and completion of Long-term Insurance Class of Business. Additional FAIS qualifications like RE5 are advantageous.

A valid driver’s license and clear background checks are required. Applicants should demonstrate consultative selling, customer focus and strong communication to identify needs, opportunities and provide

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) 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

Matric / Grade 12

Long-term Insurance Class of Business completion

RE5 / FAIS Investments Class of Business

Tools

Sales Software

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) seeks a Financial Adviser in South Africa’s Western Cape region. The role requires Matric, at least 12 months in financial services, and completion of Long-term Insurance Class of Business. Additional FAIS qualifications like RE5 are advantageous.

A valid driver’s license and clear background checks are required. Applicants should demonstrate consultative selling, customer focus and strong communication to identify needs, opportunities and provide