Old Mutual Limited

Advancing Financial Adviser

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: Pietermaritzburg • 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 through consultative selling
  • Stay informed on financial markets and regulations
  • Collaborate with team members to improve service delivery
  • Participate in training and development opportunities

Requirements

  • A minimum of Matric or equivalent
  • A minimum of 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
  • Health insurance not mentioned
  • Retirement plans not mentioned
  • Paid time off not mentioned
  • Flexible work arrangements not mentioned
  • Professional development not mentioned
  • Bonuses not mentioned
  • Stock options not mentioned
  • Equipment allowances not mentioned
  • Wellness programs not mentioned
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial productsconsultative sellingfinancial services experiencelong-term insuranceinvestmentsRegulatory Examination 5 (RE5)FSCA-approved qualificationcomputer literacysales targetsinformation analysis
Soft Skills
communication skillsplanningorganizingentrepreneurial mindsetbusiness acumengritresiliencetenacitylistening skillsrelationship building
Certifications
MatricLong-term Insurance Class of BusinessFAIS requirements