Old Mutual Limited

Advancing Financial Adviser

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: Butterworth • South Africa

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Job Level

Junior

About the role

  • Advise clients on financial products and services
  • Build and maintain client relationships
  • Achieve sales targets and business goals
  • Stay updated with industry trends and compliance standards
  • Provide exceptional customer service and financial advice

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
  • A valid driver’s licence and own car
  • A 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.
Benefits
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Applicant Tracking System Keywords

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Hard Skills & Tools
financial productsfinancial servicesLong-term Insurance Class of Businesssales targetscustomer servicefinancial advicecomputer literacy
Soft Skills
communication skillsplanningorganisinganalytical skillsentrepreneurial mindsetbusiness acumengritresiliencetenacitylistening skills
Certifications
MatricLong-term Insurance Class of Business