Old Mutual Limited

Branch Financial Adviser

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: Newcastle • South Africa

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Unleash your potential and be your exceptional best every day.
  • Collaborate within a team to provide quality financial advice.
  • Build and maintain relationships with clients to foster trust and loyalty.
  • Meet targets through effective consultative selling techniques.
  • Participate in ongoing training and development programs.

Requirements

  • Senior Certificate (Matric / Grade 12/ NQF 4).
  • A valid Driver’s License with your own vehicle or access to a vehicle.
  • Minimum of 3 years working experience in Finance, Banking or insurance sector advantageous.
  • Required to cover a desk fee charge from month 4.
  • Clear credit and Criminal records.
  • Fit and proper.
  • Skills Building Trust, Consultative Selling, Customer Feedback Management, 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.
Benefits
  • Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser.
  • Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licenced Financial Adviser.
  • Market competitive remuneration in the form of Commission & Advice Fees.
  • Medical Aid.
  • Group Life.
  • Funeral and Disability cover.
  • A great culture with people who do great things every day.
  • Development coach/mentor and continuous learning programmes.

Applicant Tracking System Keywords

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

Hard skills
Consultative SellingSales Data ManagementSales Software
Soft skills
Building TrustCustomer Feedback ManagementCustomer-FocusedCustomer ServiceCustomer UnderstandingDirect SellingIdentifying Sales OpportunitiesOral CommunicationsProbing QuestionsQualifying Prospects
Certifications
Senior CertificateValid Driver’s License