Financial Adviser – Advancing Campaign
Old Mutual Limited
full-time
Posted on:
Location Type: Office
Location: Bloemfontein • South Africa
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Job Level
About the role
- Craft financial strategies for clients
- Provide expert advice on financial products
- Manage client relationships and ensure satisfaction
- Stay updated on market trends and regulations
- Collaborate with team members to deliver optimal service
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
- None specified 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial strategiesfinancial productslong-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
Long-term Insurance Class of BusinessFAIS requirements