Strategic Financial Adviser

Old Mutual Limited; Pietermaritzburg; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Old Mutual Limited in South Africa is seeking a Financial Adviser to deliver financial solutions to clients, drawing on FAIS knowledge and product understanding. You will engage with customers to assess needs and provide compliant recommendations.

The role requires a Matric or equivalent, 12 months’ financial services experience as a Financial Adviser, and completion of Long-term Insurance Class of Business; RE5 or FSCA qualifications are advantageous.

Qualifications

• Minimum Matric or equivalent.
• Minimum 12 months’ financial services experience as a Financial Adviser.
• Minimum Long-term Insurance Class of Business completion.

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 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Job description

Old Mutual Limited in South Africa is seeking a Financial Adviser to deliver financial solutions to clients, drawing on FAIS knowledge and product understanding. You will engage with customers to assess needs and provide compliant recommendations.

The role requires a Matric or equivalent, 12 months’ financial services experience as a Financial Adviser, and completion of Long-term Insurance Class of Business; RE5 or FSCA qualifications are advantageous.