Financial Adviser
Old Mutual Limited
full-time
Posted on:
Location Type: Office
Location: Richards Bay • South Africa
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Job Level
About the role
- Advise clients on financial products and services
- Build and maintain client relationships
- Develop a financial plan tailored to clients' needs
- Stay up-to-date with industry trends and regulations
- Achieve sales targets and performance metrics
- Collaborate with team members to enhance client services
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, 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
- 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
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planningsales targetsclient relationship managementfinancial productslong-term insuranceinvestmentsRegulatory Examination 5 (RE5)FAIS requirementscomputer literacy
Soft Skills
communication skillsplanningorganizinganalytical skillsentrepreneurial mindsetbusiness acumenresiliencetenacitylistening skills
Certifications
FSCA-approved qualificationLong-term Insurance Class of Business