Strategic Financial Adviser | Client-Centric Growth

Old Mutual Limited; Durban; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Old Mutual Limited in Durban is seeking a Financial Adviser to support clients with financial solutions and ongoing service. The role requires a Matric or equivalent, at least 12 months in financial services, and completion of Long-term Insurance Class of Business, with FAIS qualifications as an advantage.

The successful candidate will cultivate client relationships, identify sales opportunities, and translate customer engagements into solutions while meeting regulatory requirements and company

Qualifications

• Matric or equivalent.
• Minimum 12 months’ financial services experience as a Financial Adviser.
• Minimum of Long-term Insurance Class of Business completion.
• FAIS requirements such as Investments Class of Business and RE5; FSCA-approved qualifications are advantageous.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

Customer Understanding

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

Long-term Insurance Class of Business completion

FAIS requirements such as Investments Class of Business, RE5 (advantageous)

Job description

Old Mutual Limited in Durban is seeking a Financial Adviser to support clients with financial solutions and ongoing service. The role requires a Matric or equivalent, at least 12 months in financial services, and completion of Long-term Insurance Class of Business, with FAIS qualifications as an advantage.

The successful candidate will cultivate client relationships, identify sales opportunities, and translate customer engagements into solutions while meeting regulatory requirements and company