Strategic Financial Adviser: Grow Client Wealth & Trust

Old Mutual; Wes-Kaap; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in South Africa is looking for a Financial Adviser to join their team. The ideal candidate should have a Matric qualification and at least 12 months of financial services experience, alongside strong consultative selling skills. A valid driver’s license and a clear criminal and credit check are required. This position offers a great opportunity to grow in a dynamic environment with a focus on customer service and relationship building.

Qualifications

• A minimum of Matric or equivalent.
• A minimum 12 months’ financial services experience as a Financial Adviser.
• Completion of Long-term Insurance Class of Business.

Skills

Consultative Selling

Customer Feedback Management

Customer-Focused

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

Matriculation Certificate (Matric)

Job description

A leading financial services provider in South Africa is looking for a Financial Adviser to join their team. The ideal candidate should have a Matric qualification and at least 12 months of financial services experience, alongside strong consultative selling skills. A valid driver’s license and a clear criminal and credit check are required. This position offers a great opportunity to grow in a dynamic environment with a focus on customer service and relationship building.