Financial Adviser: Help Clients Realize Lifelong Goals

Old Mutual South Africa; Malmesbury; On-site; ZAR 350,000 - 550,000; Full time

Job summary

Old Mutual South Africa is seeking self-motivated individuals to champion customers, assess financial needs, and craft fit-for-purpose financial plans. The role focuses on acquiring new business and expanding sales with existing clients while primarily working on personal leads.

Candidates should have a Matric, 24 months' financial industry experience, RE5, CPD points, a valid licence, and a driver’s vehicle. Closing date applies; designations are aligned with company requirements.

Qualifications

• Senior Certificate (Matric / Grade 12 / NQF 4) or equivalent.
• Minimum 24 months' financial industry experience.
• Regulatory Examination/RE5 completed.
• Class of business/CPD points maintained.
• A valid Driver's Licence and own vehicle or access to one for work.
• Criminal clearance required.

Responsibilities

• Procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads.

Skills

Building Trust

Consultative Selling

Customer Focus

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4 / Grade 12

Job description

Old Mutual South Africa is seeking self-motivated individuals to champion customers, assess financial needs, and craft fit-for-purpose financial plans. The role focuses on acquiring new business and expanding sales with existing clients while primarily working on personal leads.

Candidates should have a Matric, 24 months' financial industry experience, RE5, CPD points, a valid licence, and a driver’s vehicle. Closing date applies; designations are aligned with company requirements.