Financial Adviser - Grow Client Wealth (PMB/Howick)

Old Mutual Limited; Pietermaritzburg; Presencial; ZAR 240 000 - 360 000; Tempo integral

Resumo da oferta

Old Mutual Limited is seeking a Financial Adviser in KwaZulu-Natal. The role requires Matric, at least 12 months in financial services, and Long-term Insurance Class of Business completion. Additional FAIS requirements (Investments Class of Business, RE5) are advantageous.

A valid driver’s license and car are needed. The appointment aligns with Old Mutual's Employment Equity Plan and business unit needs, offering growth in retail and corporate financial solutions across SA.

Qualificações

• Matric or equivalent is required.
• Minimum 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion is required.

Conhecimentos

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

Formação académica

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

Ferramentas

Computer literacy

Descrição da oferta de emprego

Old Mutual Limited is seeking a Financial Adviser in KwaZulu-Natal. The role requires Matric, at least 12 months in financial services, and Long-term Insurance Class of Business completion. Additional FAIS requirements (Investments Class of Business, RE5) are advantageous.

A valid driver’s license and car are needed. The appointment aligns with Old Mutual's Employment Equity Plan and business unit needs, offering growth in retail and corporate financial solutions across SA.