Financial Advisor: Client Solutions & Growth

Old Mutual Limited; Newcastle; On-site; ZAR 350,000 - 500,000; Full time

Job summary

Old Mutual Limited is seeking a financial adviser to provide proactive, on-demand financial service and advice within an allocated market. The role emphasizes building strong client relationships, delivering sound financial solutions, and complying with regulatory standards.

Requirements include Grade 12, FAIS compliance, RE5 (advantage), a valid driver’s licence, and a minimum of 3 years sales experience. In-house training and ongoing professional development are offered.

Qualifications

• Professional financial adviser role requiring FAIS compliance and regulatory exams.
• Strong client relationship and advisory skills.
• Pro-active, on-demand financial service and advice to customers.

Responsibilities

• Provide quality service to customers while identifying opportunities to secure new business or support retention.
• Process cases and deal with complex queries; investigate and resolve problems.
• Analyze problems to find best solutions, technical or professional in nature.

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

Job description

Old Mutual Limited is seeking a financial adviser to provide proactive, on-demand financial service and advice within an allocated market. The role emphasizes building strong client relationships, delivering sound financial solutions, and complying with regulatory standards.

Requirements include Grade 12, FAIS compliance, RE5 (advantage), a valid driver’s licence, and a minimum of 3 years sales experience. In-house training and ongoing professional development are offered.