Strategic Financial Adviser: Drive Growth & Impact

Old Mutual South Africa; Durban; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa seeks a Financial Adviser in Durban to contribute to client-focused insurance and financial solutions. The role requires a Matric or equivalent and at least 12 months in financial services as an adviser, with Long-term Insurance knowledge and RE5 being advantageous.

Excellent communication, planning, and sales etiquette are essential. The position emphasizes consultative selling, customer understanding, and building long-term relationships with clients, supported by a

Qualifications

• Matric or equivalent is required.
• At least 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.
• RE5 and other FAIS qualifications are advantageous.

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

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 South Africa seeks a Financial Adviser in Durban to contribute to client-focused insurance and financial solutions. The role requires a Matric or equivalent and at least 12 months in financial services as an adviser, with Long-term Insurance knowledge and RE5 being advantageous.

Excellent communication, planning, and sales etiquette are essential. The position emphasizes consultative selling, customer understanding, and building long-term relationships with clients, supported by a