Financial Adviser: Drive Client Growth with Advisory Sales

Old Mutual South Africa; Pretoria; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual South Africa is hiring a Financial Adviser to help clients with long-term financial solutions. The role requires a Matric or equivalent and at least 12 months' financial services experience as a Financial Adviser.

A Completion of Long-term Insurance Class of Business is required, with FAIS requirements such as Investments Class of Business, RE5, and an FSCA-approved qualification being advantageous. A valid driver’s licence and own car are essential.

Qualifications

• Matric or equivalent is required.
• At least 12 months' financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion.
• FAIS requirements such as Investments Class of Business, RE5, FSCA-approved qualification advantageous.

Skills

Consultative Selling

Customer Service

Customer Understanding

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Education

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

Job description

Old Mutual South Africa is hiring a Financial Adviser to help clients with long-term financial solutions. The role requires a Matric or equivalent and at least 12 months' financial services experience as a Financial Adviser.

A Completion of Long-term Insurance Class of Business is required, with FAIS requirements such as Investments Class of Business, RE5, and an FSCA-approved qualification being advantageous. A valid driver’s licence and own car are essential.