Strategic Financial Adviser with Consultative Selling

Old Mutual South Africa; Paarl; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual South Africa invites applications for a Financial Adviser role in the Western Cape. Requirements include a Matriculation Certificate and at least 12 months of financial services experience. Completion of Long-term Insurance Class of Business and FAIS requirements (Investments Class of Business) and RE5 are advantageous.

A valid driver’s license and clean credit/criminal checks are essential. The candidate should be customer-focused with consultative selling skills and a strong ability

Qualifications

• Matric or equivalent
• Minimum 12 months financial services experience as a Financial Adviser
• Long-term Insurance Class of Business completion
• Completion of FAIS requirements such as Investments Class of Business, RE5; FSCA-approved qualification advantageous

Skills

Consultative Selling

Customer Feedback Management

Customer Focus

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

Old Mutual South Africa invites applications for a Financial Adviser role in the Western Cape. Requirements include a Matriculation Certificate and at least 12 months of financial services experience. Completion of Long-term Insurance Class of Business and FAIS requirements (Investments Class of Business) and RE5 are advantageous.

A valid driver’s license and clean credit/criminal checks are essential. The candidate should be customer-focused with consultative selling skills and a strong ability