Financial Advisor: Drive Client Growth & Trust

Old Mutual Limited; Gqeberha; Sur place; ZAR 250 000 - 420 000; Plein temps

Résumé du poste

Old Mutual Limited in South Africa is seeking a proactive Financial Adviser to contribute to our growing client-focused service. The role requires you to engage with clients, assess financial needs, and present suitable solutions while adhering to regulatory requirements.

Requirements include Matric or equivalent, at least 12 months of financial services experience as an Adviser, and completion of Long-term Insurance Class of Business; RE5 and further FAIS qualifications are advantageous.

Qualifications

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

Connaissances

Consultative Selling

Customer Service

Customer Understanding

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Formation

Matric (Matriculation Certificate)

Description du poste

Old Mutual Limited in South Africa is seeking a proactive Financial Adviser to contribute to our growing client-focused service. The role requires you to engage with clients, assess financial needs, and present suitable solutions while adhering to regulatory requirements.

Requirements include Matric or equivalent, at least 12 months of financial services experience as an Adviser, and completion of Long-term Insurance Class of Business; RE5 and further FAIS qualifications are advantageous.