Senior Financial Adviser: Build Client Relationships

Old Mutual Limited; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Old Mutual Limited is seeking a Financial Adviser to join our team in South Africa. The role emphasizes consultative selling, building trusted client relationships, and delivering tailored financial solutions.

Ideal candidates have Matric, at least 12 months in financial services, and a Long-term Insurance Class of Business completion, with RE5 or FSCA qualifications considered an advantage. A valid driver's license and clear background checks are required.

Qualifications

• Matric or equivalent is required.
• At least 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion is required.
• RE5 or FSCA-approved qualifications are advantageous.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

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

Matriculation Certificate (Matric)

Tools

Sales Software

Job description

Old Mutual Limited is seeking a Financial Adviser to join our team in South Africa. The role emphasizes consultative selling, building trusted client relationships, and delivering tailored financial solutions.

Ideal candidates have Matric, at least 12 months in financial services, and a Long-term Insurance Class of Business completion, with RE5 or FSCA qualifications considered an advantage. A valid driver's license and clear background checks are required.