Strategic Financial Adviser: Grow Impact in Africa

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

Job summary

A leading financial services firm is seeking a Financial Adviser in Lusikisiki. The ideal candidate will have a minimum of Matric, 12 months of financial services experience, and completed Long-term Insurance qualifications. Successful applicants will exhibit excellent communication skills and an entrepreneurial mindset. The role involves sales through effective customer engagement, requiring a valid driver's license and vehicle. This position is in line with the firm's Employment Equity Plan.

Qualifications

• A minimum of Matric or equivalent.
• A minimum of 12 months’ financial services experience as a Financial Adviser.
• A minimum of Long-term Insurance Class of Business completion.
• Completion of additional FAIS requirements will be advantageous.

Responsibilities

• Engage customers and translate interactions into sales.
• Ensure excellent communication skills for customer engagements.
• Manage customer relationships effectively.

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

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate

Job description

A leading financial services firm is seeking a Financial Adviser in Lusikisiki. The ideal candidate will have a minimum of Matric, 12 months of financial services experience, and completed Long-term Insurance qualifications. Successful applicants will exhibit excellent communication skills and an entrepreneurial mindset. The role involves sales through effective customer engagement, requiring a valid driver's license and vehicle. This position is in line with the firm's Employment Equity Plan.