Impactful Financial Adviser – Africa Growth

Old Mutual Life Assurance Company (SA) Ltd (PFA); Durban; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a Financial Adviser with a background in financial services and insurance. The role emphasizes consultative selling, customer understanding, and turning customer engagements into sales in a Durban-based environment.

Requirements include Matric/NQF4, at least 12 months in financial services, and FAIS qualifications such as RE5. A valid driver’s license and own car are preferred, with strong communication skills and business acumen.

Qualifications

• A minimum of Matric or equivalent.
• A minimum 12 months’ financial services experience as a Financial Adviser.
• A 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.

Responsibilities

• Excellent listening skills with the ability to translate customer engagements into sales.
• Collate, analyse and synthesise information to identify sales opportunities.
• Engage with customers to provide consultative selling and customer-focused service.

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Matric / NQF Level 4

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a Financial Adviser with a background in financial services and insurance. The role emphasizes consultative selling, customer understanding, and turning customer engagements into sales in a Durban-based environment.

Requirements include Matric/NQF4, at least 12 months in financial services, and FAIS qualifications such as RE5. A valid driver’s license and own car are preferred, with strong communication skills and business acumen.