Growth-Driven Financial Advisor

Old Mutual Limited; Ballito, Stanger / KwaDukuza, Darnall; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual Limited invites applications for an Advancing Financial Adviser based in Ballito and surrounding areas. The role requires a minimum of matric and a year of financial services experience, with FAIS and RE5 qualifications advantageous.

A valid driver’s license and own vehicle, plus clear background checks, are essential. Strong communication, planning and analytical skills are required to translate customer engagements into opportunities and sales.

Qualifications

• Matric or equivalent is required for entry.
• At least 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion is required; RE5 / FAIS qualifications advantageous.
• Valid driver’s licence and own car; clear criminal and credit checks.
• Proven computer literacy; strong planning and organisational skills.

Skills

Consultative Selling

Customer Service

Sales Opportunities

Customer Understanding

Probing Questions

Qualifying Prospects

Oral Communications

Education

Matric or equivalent

NQF Level 5 - Higher/Adv certificate

Job description

Old Mutual Limited invites applications for an Advancing Financial Adviser based in Ballito and surrounding areas. The role requires a minimum of matric and a year of financial services experience, with FAIS and RE5 qualifications advantageous.

A valid driver’s license and own vehicle, plus clear background checks, are essential. Strong communication, planning and analytical skills are required to translate customer engagements into opportunities and sales.