Financial Adviser – Shape Africa’s Future

Old Mutual South Africa; Knysna; On-site; ZAR 200,000 - 350,000; Full time

Job summary

Old Mutual South Africa in Knysna invites applications for a Financial Adviser role. The position requires a Matric certificate and at least 12 months’ experience in financial services, specifically as an FA, with Long-term Insurance Class of Business completed.

Applicants should have FAIS knowledge (Investments Class of Business, RE5) with client-facing abilities and a drive to grow relationships. A valid driver's license and transport are essential; criminal and credit checks will be

Qualifications

• Matric or equivalent is required.
• Minimum 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion is required.
• FAIS requirements such as Investments Class of Business, RE5, or an FSCA-approved qualification will be 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

Matriculation Certificate (Matric)

Job description

Old Mutual South Africa in Knysna invites applications for a Financial Adviser role. The position requires a Matric certificate and at least 12 months’ experience in financial services, specifically as an FA, with Long-term Insurance Class of Business completed.

Applicants should have FAIS knowledge (Investments Class of Business, RE5) with client-facing abilities and a drive to grow relationships. A valid driver's license and transport are essential; criminal and credit checks will be