Financial Advisor: Build Trusted Client Relationships & Growth

Old Mutual South Africa; Pietermaritzburg; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser in Pietermaritzburg. The role requires a basic Matric, at least 12 months in financial services, and completion of Long-term Insurance Class of Business. Additional FAIS qualifications, such as RE5, are beneficial.

A valid driver's licence and own car are essential, along with clear credit and criminal checks. Successful candidates will demonstrate excellent verbal and written communication, strong planning skills, and the ability to

Qualifications

• Matric or equivalent (minimum)
• At least 12 months’ financial services experience as a Financial Adviser
• Long-term Insurance Class of Business completion minimum
• RE5 and additional FAIS requirements advantageous

Responsibilities

• Excellent listening skills with the ability to translate customer engagements into sales.
• Proven ability to collate, analyse and synthesise information.
• Entrepreneurial mindset and sound business acumen.

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

Job description

Old Mutual South Africa is seeking a Financial Adviser in Pietermaritzburg. The role requires a basic Matric, at least 12 months in financial services, and completion of Long-term Insurance Class of Business. Additional FAIS qualifications, such as RE5, are beneficial.

A valid driver's licence and own car are essential, along with clear credit and criminal checks. Successful candidates will demonstrate excellent verbal and written communication, strong planning skills, and the ability to