Salaried Financial Advisor: Grow Client Relationships

Old Mutual Limited; uMnambithi; Sur place; ZAR 300 000 - 420 000; Plein temps

Résumé du poste

Old Mutual Limited seeks a salaried Financial Advisor to provide pro-active financial services within an allocated market. You will maintain superior service, build strong client relationships and deliver compliant, sound financial solutions aligned with client goals.

The role requires FAIS compliance, a completed regulatory exams accreditation, and ongoing professional development, with a focus on sales and business development in a leading financial services firm.

Qualifications

• Grade 12 (Matric) certificate is required.
• FAIS compliance is required.
• RE5 an advantage.
• A valid Driver’s licence and own car.
• Clear criminal and credit check.

Responsabilités

• Provide advice on a range of financial products to an allocated market.
• Deliver quality service to customers and secure new business or support retention.
• Schedule follow-up actions and maintain CRM data for effective retention and business development.

Connaissances

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Formation

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Description du poste

Old Mutual Limited seeks a salaried Financial Advisor to provide pro-active financial services within an allocated market. You will maintain superior service, build strong client relationships and deliver compliant, sound financial solutions aligned with client goals.

The role requires FAIS compliance, a completed regulatory exams accreditation, and ongoing professional development, with a focus on sales and business development in a leading financial services firm.