Strategic Financial Adviser: Grow Your Client Impact

Old Mutual Limited; Vredenburg; On-site; ZAR 300,000 - 460,000; Full time

Job summary

Old Mutual Limited seeks an Advancing Financial Adviser in Vredenburg. You will engage clients with consultative selling, evaluate needs, and provide financial guidance while building strong customer relationships.

The role requires a Matric or equivalent and at least 12 months in financial services, with RE5/FAIS qualifications being advantageous. Applicants should hold a valid driver’s license, have access to a car, and pass criminal and credit checks.

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 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

Grade 12 / Matric

National/Occupational Certificate

NQF Level 4

Tools

Sales Software

Job description

Old Mutual Limited seeks an Advancing Financial Adviser in Vredenburg. You will engage clients with consultative selling, evaluate needs, and provide financial guidance while building strong customer relationships.

The role requires a Matric or equivalent and at least 12 months in financial services, with RE5/FAIS qualifications being advantageous. Applicants should hold a valid driver’s license, have access to a car, and pass criminal and credit checks.