Growing Financial Adviser: Client Impact & Strategy

Old Mutual Limited; Pretoria; On-site; ZAR 220,000 - 380,000; Full time

Job summary

Old Mutual Limited in Pretoria is seeking an Advancing Financial Adviser with a minimum of Matric or equivalent and at least 12 months in financial services as a Financial Adviser. Completion of Long-term Insurance Class of Business and FAIS requirements are preferred, with RE5 advantageous.

A valid driver’s license and own car are required, along with clear criminal and credit checks. The role focuses on consultative selling, customer understanding, and identifying sales opportunities while

Qualifications

• Matric or equivalent
• 12 months’ financial services experience as a Financial Adviser
• Long-term Insurance Class of Business completion
• Completion of FAIS requirements; RE5 advantageous

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Customer Feedback Management

Customer Focus

Evaluating Information

Education

NQF Level 4 - Grade 12

Job description

Old Mutual Limited in Pretoria is seeking an Advancing Financial Adviser with a minimum of Matric or equivalent and at least 12 months in financial services as a Financial Adviser. Completion of Long-term Insurance Class of Business and FAIS requirements are preferred, with RE5 advantageous.

A valid driver’s license and own car are required, along with clear criminal and credit checks. The role focuses on consultative selling, customer understanding, and identifying sales opportunities while