Old Mutual Limited

Branch Financial Adviser

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: Durban • South Africa

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About the role

  • Operate as a Personal Financial Adviser upon successful completion of the Adviser Academy Learning Programme.
  • Build and maintain strong relationships with clients.
  • Advise on financial products and services to meet clients' needs.
  • Develop a clientele base for ongoing business.

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.
  • 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
FinanceBankingInsuranceConsultative SellingDirect SellingSales Data ManagementSales SoftwareIdentifying Sales OpportunitiesCustomer Feedback ManagementCustomer Service
Soft skills
Building TrustCustomer-FocusedCustomer UnderstandingOral CommunicationsProbing QuestionsQualifying ProspectsStrengthening Customer RelationshipsStrategic Selling
Certifications
Senior CertificateValid Driver’s License