Financial Advisor: Build Trusted Financial Plans

Old Mutual South Africa; Gqeberha; On-site; ZAR 210,000 - 350,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser in the Eastern Cape region. The role requires a matriculation certificate and at least 12 months in financial services as a Financial Adviser.

Completion of Long-term Insurance Class of Business is required, with FAIS requirements such as Investments Class of Business and RE5 advantageous. A valid driver’s license and own transport are preferred. The position involves vetting credentials and aligning with the Employment Equity Plan.

Qualifications

• Matric or equivalent is required.
• At least 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion required.
• FAIS requirements such as Investments Class of Business and RE5; FSCA-approved qualification advantageous.

Skills

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Customer Understanding

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation Certificate (Matric)

Job description

Old Mutual South Africa is seeking a Financial Adviser in the Eastern Cape region. The role requires a matriculation certificate and at least 12 months in financial services as a Financial Adviser.

Completion of Long-term Insurance Class of Business is required, with FAIS requirements such as Investments Class of Business and RE5 advantageous. A valid driver’s license and own transport are preferred. The position involves vetting credentials and aligning with the Employment Equity Plan.