Old Mutual Limited

Financial Adviser

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: Johannesburg • South Africa

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Job Level

Junior

About the role

  • Provide financial advice to clients
  • Assist clients in achieving their financial goals
  • Conduct client meetings and presentations
  • Build and maintain strong client relationships
  • Remain informed about financial products and market trends

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
  • Skills: Consultative Selling, Customer Feedback Management, Customer-Focused, Customer Service, Customer Understanding, Evaluating Information, Identifying Customer Needs, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Benefits
  • Health insurance
  • Retirement plans
  • Flexible work arrangements
  • Professional development
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial advicefinancial services experiencelong-term insuranceinvestmentsRegulatory Examination 5 (RE5)FSCA-approved qualification
Soft Skills
consultative sellingcustomer feedback managementcustomer-focusedcustomer servicecustomer understandingevaluating informationidentifying customer needsidentifying sales opportunitiesoral communicationsstrategic selling
Certifications
Matric or equivalentLong-term Insurance Class of BusinessFAIS requirements