Old Mutual Limited

Financial Adviser

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: Cape Town • South Africa

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Job Level

Junior

About the role

  • Advise clients on financial matters
  • Build and maintain relationships with clients
  • Identify and pursue sales opportunities
  • Conduct consultations and provide recommendations

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
  • A valid driver’s licence and own car
  • A clear criminal and credit check
  • 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
  • Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification will be advantageous.
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial services experienceLong-term Insurance Class of Businessconsultative sellingsales data managementsales software
Soft Skills
customer-focusedcustomer serviceoral communicationsevaluating informationidentifying customer needsidentifying sales opportunitiesprobing questionsqualifying prospectsstrengthening customer relationships
Certifications
Matric or equivalentvalid driver's licence