Strategic Financial Adviser – Campaign Northern

Old Mutual Limited; Middelburg; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Old Mutual Limited in South Africa is seeking a Financial Adviser with a minimum Matric and at least 12 months of financial services experience. The role requires completing Long-term Insurance Class of Business and advancing FAIS qualifications, with RE5 and FSCA qualifications advantageous.

Key requirements include a valid driver's license with own car, and a clean criminal and credit check. This position supports customer-focused advisory services and opportunities to grow within a leading

Qualifications

• Matric or equivalent qualification is required.
• Minimum 12 months' financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion is required; RE5/FSCA qualifications advantageous.

Skills

Consultative Selling

Customer Service

Customer Understanding

Identifying Customer Needs

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Education

Matric or equivalent

NQF Level 4

Job description

Old Mutual Limited in South Africa is seeking a Financial Adviser with a minimum Matric and at least 12 months of financial services experience. The role requires completing Long-term Insurance Class of Business and advancing FAIS qualifications, with RE5 and FSCA qualifications advantageous.

Key requirements include a valid driver's license with own car, and a clean criminal and credit check. This position supports customer-focused advisory services and opportunities to grow within a leading