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Advancing Financial Adviser
Zusammenfassung
A leading financial services firm in Ceres is seeking a Financial Adviser with a minimum of 12 months’ experience and a Matric qualification. The ideal candidate should have skills in consultative selling and customer relationship management. A valid driver’s license and own car are required. This position is part of the Employment Equity Plan.
Qualifikationen
- Minimum of Matric or equivalent required.
- At least 12 months’ experience as a Financial Adviser.
- Completion of Long-term Insurance Class of Business necessary.
Kenntnisse
Ausbildung
Let's Write Africa's Story Together!
- 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.
- A valid driver’s licence and own car
- A clear criminal and credit check
- 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
- Balances Stakeholders
- Builds Networks
- Communicates Effectively
- Customer Focus
- Ensures Accountability
- Instills Trust
- Interpersonal Savvy
- Manages Complexity
- Matriculation Certificate (Matric)
16 October 2025 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
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