Financial Adviser — North Campaign (Impact & Growth)

Old Mutual Life Assurance Company (SA) Ltd (PFA); Middelburg; On-site; ZAR 260,000 - 380,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a Financial Adviser with at least 12 months in financial services and completion of Long-term Insurance Class of Business. RE5/FSCA qualifications are advantageous. A valid driver’s license and own vehicle are expected.

The role centers on consultative selling, understanding customer needs, and delivering suitable financial solutions while building lasting relationships with clients.

Qualifications

• Matric or equivalent.
• 12 months' financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion.
• RE5 / FSCA qualification advantageous.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

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

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

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a Financial Adviser with at least 12 months in financial services and completion of Long-term Insurance Class of Business. RE5/FSCA qualifications are advantageous. A valid driver’s license and own vehicle are expected.

The role centers on consultative selling, understanding customer needs, and delivering suitable financial solutions while building lasting relationships with clients.