Senior Financial Adviser: Grow Your Practice & Impact

Old Mutual Limited; Polokwane; On-site; ZAR 280,000 - 420,000; Full time

Job summary

Old Mutual Limited in Polokwane is seeking an Advancing Financial Adviser-1 to join our Personal Financial Advice team. You will engage clients with consultative selling, understand their financial needs, and identify opportunities to build lasting relationships.

The role emphasizes customer-centric service, effective communication, and the ability to balance stakeholders while delivering compliant, value-driven financial advice.

Qualifications

• NQF Level 5 or equivalent required.
• Strong consultative selling and client-needs analysis skills.
• Customer-focused service and effective communication are essential.

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

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

Job description

Old Mutual Limited in Polokwane is seeking an Advancing Financial Adviser-1 to join our Personal Financial Advice team. You will engage clients with consultative selling, understand their financial needs, and identify opportunities to build lasting relationships.

The role emphasizes customer-centric service, effective communication, and the ability to balance stakeholders while delivering compliant, value-driven financial advice.