Strategic Financial Adviser: Growth, Insight & Impact

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

Job summary

Old Mutual Limited in South Africa is seeking a Financial Adviser with a background in financial services. The role requires Matric, at least 12 months’ experience, and completion of Long-term Insurance Class of Business; FAIS qualifications such as RE5 are advantageous.

Ideal candidates demonstrate strong communication, a client-focused approach, and the ability to identify sales opportunities while maintaining integrity and compliance in all interactions.

Qualifications

• Matric or equivalent required.
• At least 12 months’ financial services experience as a Financial Adviser.
• Long-term Insurance Class of Business completion required.
• RE5 or FAIS qualifications advantageous.

Skills

Consultative Selling

Customer Feedback

Customer Focus

Customer Service

Customer Understanding

Identifying Needs

Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data

Sales Software

Strategic Selling

Relationship Building

Education

Grade 12 / Matric

National or Occupational Certificate

Job description

Old Mutual Limited in South Africa is seeking a Financial Adviser with a background in financial services. The role requires Matric, at least 12 months’ experience, and completion of Long-term Insurance Class of Business; FAIS qualifications such as RE5 are advantageous.

Ideal candidates demonstrate strong communication, a client-focused approach, and the ability to identify sales opportunities while maintaining integrity and compliance in all interactions.