Financial Adviser: Growth & Client Strategy

oldmutual; Pietermaritzburg; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser to join our KwaZulu-Natal team. You will engage clients with a consultative selling approach, understand their needs, and translate those insights into appropriate financial solutions.

The ideal candidate holds Matric, at least 12 months in financial services as an adviser, and has completed Long-term Insurance. RE5 and extra FAIS qualifications are a plus; a valid driver’s license and reliable transport are expected.

Qualifications

• Matric or equivalent is mandatory.
• At least 12 months' financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion required.
• RE5 and additional FAIS qualifications are advantageous.

Skills

Consultative Selling

Customer Feedback

Customer Focus

Identifying Needs

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Mgmt

Strategic Selling

Customer Relationships

Education

NQF Level 4 - Grade 12

Tools

Sales Software

Job description

Old Mutual South Africa is seeking a Financial Adviser to join our KwaZulu-Natal team. You will engage clients with a consultative selling approach, understand their needs, and translate those insights into appropriate financial solutions.

The ideal candidate holds Matric, at least 12 months in financial services as an adviser, and has completed Long-term Insurance. RE5 and extra FAIS qualifications are a plus; a valid driver’s license and reliable transport are expected.