Strategic Financial Adviser - Africa Growth

Old Mutual South Africa; Richards Bay; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual South Africa invites applications for a Financial Adviser to build client relationships, assess needs, and present suitable long-term insurance and investment solutions.

The role requires Matric, at least 12 months financial services experience, and completion of Long-term Insurance Class of Business; RE5 advantageous. A valid driver’s license and own car, plus clear checks, are required.

Qualifications

• Matric or equivalent minimum.
• At least 12 months financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion required.
• RE5 and/or FSCA-approved qualifications advantageous.
• Driver’s license and own car required.
• Clear criminal and credit checks required.
• Excellent communication skills (written and verbal).
• Analytical, planning and organising abilities; entrepreneurial mindset.
• Ability to translate customer engagements into sales.

Skills

Consultative Selling

Customer Feedback Management

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

Matric / Grade 12

NQF Level 4 Certification or equivalent

Job description

Old Mutual South Africa invites applications for a Financial Adviser to build client relationships, assess needs, and present suitable long-term insurance and investment solutions.

The role requires Matric, at least 12 months financial services experience, and completion of Long-term Insurance Class of Business; RE5 advantageous. A valid driver’s license and own car, plus clear checks, are required.