Old Mutual Limited

Financial Adviser Campaign

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: Durban • South Africa

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Job Level

Junior

About the role

  • Advise clients on financial products and services
  • Develop and maintain client relationships
  • Assess clients' financial needs and goals
  • Provide tailored financial advice to align with client objectives
  • Manage client portfolios and ensure satisfaction

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
  • 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
  • Retirement plans
  • Professional development opportunities
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial productsfinancial servicesclient portfolio managementfinancial needs assessmenttailored financial advicelong-term insuranceinvestmentscomputer literacy
Soft Skills
communication skillsplanningorganizinganalytical skillsentrepreneurial mindsetbusiness acumenresiliencetenacitylistening skills
Certifications
Matric or equivalentLong-term Insurance Class of BusinessFAIS requirements