Financial Adviser: Elevate Client Impact & Growth

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

Job summary

Old Mutual South Africa is seeking a motivated Financial Adviser to join our team in the Gauteng region. The role focuses on consultative selling, identifying client needs, and building lasting relationships within the financial services sector.

Qualifications include Matric, FAIS completions, and RE5 advantageous, with at least 12 months in financial services. A valid driver's license and own car are required.

Qualifications

• Minimum of Matric or equivalent.
• Completion of Long-term Insurance Class of Business.
• RE5 qualification is advantageous.
• FSCA FAIS requirements (Investments Class of Business) desirable.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

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 or equivalent

NQF Level 4 / Grade 12

National or Occupational Certificate or equivalent

Job description

Old Mutual South Africa is seeking a motivated Financial Adviser to join our team in the Gauteng region. The role focuses on consultative selling, identifying client needs, and building lasting relationships within the financial services sector.

Qualifications include Matric, FAIS completions, and RE5 advantageous, with at least 12 months in financial services. A valid driver's license and own car are required.