Financial Advisor: Build Relationships & Drive Growth

Old Mutual South Africa; Mkuze; On-site; ZAR 180,000 - 340,000; Full time

Job summary

Old Mutual South Africa seeks a proactive Financial Adviser to provide tailored financial solutions and professional advice to an allocated customer market. You will build strong client relationships, maintain superior service delivery, and work within compliance frameworks.

The role requires FAIS compliance, in-house training, and completion of regulatory exams. A positive track record in sales and MS Office literacy are essential.

Qualifications

• Grade 12 (Matric) certificate.
• FAIS compliance
• RE5 an advantage
• A valid Driver’s licence and your own car
• A clear criminal and credit check
• A minimum of 3 years working experience (preferably in sales)
• Proven computer literacy (MS Office suite)
• Excellent communication skills (written and verbal)

Responsibilities

• Provide advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
• Provide a quality service to customers while identifying opportunities to secure new business or support retention.
• Analyze specific problems and issues to find the best solutions.
• Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
• Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Tools

MS Office Suite

Job description

Old Mutual South Africa seeks a proactive Financial Adviser to provide tailored financial solutions and professional advice to an allocated customer market. You will build strong client relationships, maintain superior service delivery, and work within compliance frameworks.

The role requires FAIS compliance, in-house training, and completion of regulatory exams. A positive track record in sales and MS Office literacy are essential.