Strategic Financial Adviser: Growth & Client Impact

oldmutual; Pietermaritzburg; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa is seeking a Financial Adviser in Pietermaritzburg to build lasting client relationships and provide tailored financial guidance in life insurance and investments.

Requirements include Matric, 12+ months in financial services as an adviser, FAIS line, and a valid driver's license with own car. Strong communication, planning, and business acumen are essential for success.

Qualifications

• Matric or equivalent.
• At least 12 months' financial services experience as a Financial Adviser.
• At least Long-term Insurance Class of Business completion.
• FAIS requirements such as Investments Class of Business; RE5 advantageous.

Responsibilities

• Assist clients with financial advice and product recommendations.
• Build and maintain relationships to generate sales opportunities.
• Collate, analyse and synthesise information to tailor solutions.

Skills

Consultative Selling

Customer Understanding

Identifying Customer Needs

Sales Data Management

Sales Software

Probing Questions

Oral Communications

Qualifying Prospects

Strengthening Customer Relationships

Customer Service

Education

Matric or equivalent

NQF Level 4 - Grade 12

Long-term Insurance Class of Business

FAIS requirements (Investments Class of Business) or RE5 advantageous

Job description

Old Mutual South Africa is seeking a Financial Adviser in Pietermaritzburg to build lasting client relationships and provide tailored financial guidance in life insurance and investments.

Requirements include Matric, 12+ months in financial services as an adviser, FAIS line, and a valid driver's license with own car. Strong communication, planning, and business acumen are essential for success.