Senior Financial Adviser: Grow Clients & Practice

Old Mutual Limited; Durban; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Old Mutual Limited is hiring an Advancing Financial Adviser for the Umhlanga, La Lucia, Phoenix, Verulam and surrounding areas. This full-time role requires at least 12 months in financial services and a valid driver’s license.

The adviser will provide personal financial guidance, adhere to FAIS requirements, and build lasting client relationships with a focus on sales generation. The successful candidate will have strong communication skills, sound planning, and the ability to translate

Qualifications

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

Skills

Consultative Selling

Customer Service

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Qualifying Prospects

Customer Feedback Management

Customer Understanding

Customer-Focused

Evaluating Information

Strengthening Customer Relationships

Sales Data Management

Sales Software

Strategic Selling

Education

Matric or equivalent

NQF Level 4 - Grade 12, National or Occupational Certificate

Long-term Insurance Class of Business completion

RE5 or FSCA qualification advantageous

Tools

FSCA qualifications

Job description

Old Mutual Limited is hiring an Advancing Financial Adviser for the Umhlanga, La Lucia, Phoenix, Verulam and surrounding areas. This full-time role requires at least 12 months in financial services and a valid driver’s license.

The adviser will provide personal financial guidance, adhere to FAIS requirements, and build lasting client relationships with a focus on sales generation. The successful candidate will have strong communication skills, sound planning, and the ability to translate