Financial Adviser: Drive Growth & Trusted Client Impact

Old Mutual South Africa; Mossel Bay; Sur place; ZAR 180 000 - 360 000; Plein temps

Résumé du poste

Old Mutual South Africa is seeking a Financial Adviser in Mossel Bay, Western Cape. The role requires a minimum of matric and at least 12 months’ financial services experience, along with completion of Long-term Insurance Class of Business. Additional FAIS qualifications like Investments Class of Business and RE5 are advantageous.

A valid driver’s licence and clean credit and criminal checks apply. Applicants should be customer-focused, able to identify needs and opportunities, and maintain

Qualifications

• Matriculation essential with proven financial services exposure.
• Experience as Financial Adviser advantage.
• Completion of FAIS requirements or RE5 advantageous.

Connaissances

Consultative Selling

Customer Feedback

Customer-Focused

Customer Service

Customer Understanding

Evaluating Information

Identifying Needs

Identifying Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Relationships

Formation

Matriculation Certificate (Matric)

Description du poste

Old Mutual South Africa is seeking a Financial Adviser in Mossel Bay, Western Cape. The role requires a minimum of matric and at least 12 months’ financial services experience, along with completion of Long-term Insurance Class of Business. Additional FAIS qualifications like Investments Class of Business and RE5 are advantageous.

A valid driver’s licence and clean credit and criminal checks apply. Applicants should be customer-focused, able to identify needs and opportunities, and maintain