Strategic Financial Adviser for Client Growth

Old Mutual Limited; Mossel Bay; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Limited in Mossel Bay seeks an Advancing Financial Adviser to join our team. The role focuses on customer-focused financial advisory and consultative selling within our wealth/insurance offerings.

The ideal candidate has a Matric, at least 12 months of financial services experience as an adviser, and completed Long-term Insurance Class of Business; additional FAIS qualifications (Investments, RE5) are advantageous. A valid driver's licence is required.

Qualifications

• A minimum of Matric or equivalent.
• A minimum 12 months’ financial services experience as a Financial Adviser.
• A minimum of Long-term Insurance Class of Business completion.
• Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be 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

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation Certificate

Job description

Old Mutual Limited in Mossel Bay seeks an Advancing Financial Adviser to join our team. The role focuses on customer-focused financial advisory and consultative selling within our wealth/insurance offerings.

The ideal candidate has a Matric, at least 12 months of financial services experience as an adviser, and completed Long-term Insurance Class of Business; additional FAIS qualifications (Investments, RE5) are advantageous. A valid driver's licence is required.