Strategic Financial Advisor – Africa Markets

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

Job summary

Old Mutual Limited in South Africa seeks a Financial Adviser to provide proactive, on-demand financial service and advice to customers within an allocated market. You will be accountable for delivering superior service, building strong client relationships, and recommending suitable financial solutions aligned with customer goals and regulatory standards.

The role requires FAIS compliance, a Grade 12 certificate, RE5 (advantageous), a valid driver’s license, and a minimum of three years sales

Qualifications

• Grade 12 (Matric) certificate.
• FAIS compliance.
• RE5 an advantage.
• A valid Driver’s licence and your own car.
• A clear criminal and credit check.
• A minimum of 3 years working experience (preferably in sales).
• Proven computer literacy (MS Office suite).
• Excellent communication skills (written and verbal).

Responsibilities

• Provide pro-active, on demand financial service and advice to customers within an allocated customer market.
• Maintain superior service delivery to your customers, through building strong client relationships, and recommending sound advice that deliver financial solutions in line with the customer’s goals, value proposition and compliance frameworks.
• Complete the prescribed Regulatory exams and accreditation with the Financial Services Regulatory Authority and ensure continuous professional development.
• Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with decision-makers.
• Identify sales opportunities and contribute to business development within your market.
• Adhere to organizational policies and regulatory codes to ensure compliance and proper documentation.

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Job description

Old Mutual Limited in South Africa seeks a Financial Adviser to provide proactive, on-demand financial service and advice to customers within an allocated market. You will be accountable for delivering superior service, building strong client relationships, and recommending suitable financial solutions aligned with customer goals and regulatory standards.

The role requires FAIS compliance, a Grade 12 certificate, RE5 (advantageous), a valid driver’s license, and a minimum of three years sales