Growth-Driven Financial Adviser – Pietermaritzburg

Old Mutual Limited; Pietermaritzburg; On-site; ZAR 180,000 - 280,000; Full time

Job summary

Old Mutual Limited in Pietermaritzburg is recruiting an Advancing Financial Adviser to advise clients in Pietermaritzburg, Howick and surrounding areas. You will engage with prospects, assess financial needs and present suitable long-term insurance and investment solutions.

The role requires matric or equivalent, at least 12 months’ financial services experience as a Financial Adviser, and completion of Long-term Insurance Class of Business; RE5 or FSCA qualification is a plus.

Qualifications

• A minimum of 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.
• RE5 and FSCA qualifications are advantageous.

Skills

Consultative Selling

Customer Focus

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Customer Service

Education

Matric / Grade 12 (NQF 4)

Tools

Sales Software

Job description

Old Mutual Limited in Pietermaritzburg is recruiting an Advancing Financial Adviser to advise clients in Pietermaritzburg, Howick and surrounding areas. You will engage with prospects, assess financial needs and present suitable long-term insurance and investment solutions.

The role requires matric or equivalent, at least 12 months’ financial services experience as a Financial Adviser, and completion of Long-term Insurance Class of Business; RE5 or FSCA qualification is a plus.