Growth-Focused Financial Adviser | Client Impact & Strategy

Old Mutual South Africa; Durban; On-site; ZAR 200,000 - 320,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser to help clients plan their financial future, focusing on consultative selling, identifying needs, and building lasting relationships.

Applicants should have Matric, at least 12 months’ financial services experience as a Financial Adviser, and completion of FAIS requirements; RE5 and Investments Class of Business are advantageous, with a valid driver’s licence expected.

Qualifications

• Matric or equivalent (minimum)
• At least 12 months’ financial services experience as a Financial Adviser
• Minimum of Long-term Insurance Class of Business completion
• Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

Customer Service

Customer Understanding

Evaluating Information

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Job description

Old Mutual South Africa is seeking a Financial Adviser to help clients plan their financial future, focusing on consultative selling, identifying needs, and building lasting relationships.

Applicants should have Matric, at least 12 months’ financial services experience as a Financial Adviser, and completion of FAIS requirements; RE5 and Investments Class of Business are advantageous, with a valid driver’s licence expected.