Old Mutual Limited

Advancing Financial Adviser

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: KwaDukuza • 🇿🇦 South Africa

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Job Level

Junior

About the role

  • Advise clients on their financial needs
  • Build and maintain relationships with clients
  • Sales and marketing of financial products
  • Achieve sales targets
  • Provide exceptional customer service
  • Analyze clients’ financial status and advise accordingly
  • Collaborate with internal teams to deliver tailored solutions

Requirements

  • 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, Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous
Benefits
  • Valid driver’s licence and own car
  • Clear criminal and credit check
  • Proven computer literacy
  • Excellent communication skills (written and verbal)
  • Sound planning and organising abilities
  • Ability to collate, analyse and synthesise information
  • Entrepreneurial mindset
  • Sound business acumen
  • Grit, resilience and tenacity
  • Excellent listening skills with the ability to translate customer engagements into sales

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial analysissalesmarketingcustomer servicefinancial advisingrelationship managementtarget achievement
Soft skills
communicationcollaborationadvisory skills
Certifications
Long-term Insurance Class of BusinessInvestments Class of BusinessRegulatory Examination 5 (RE5)FSCA-approved qualification