Old Mutual Limited

Financial Adviser

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: Middelburg • 🇿🇦 South Africa

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Job Level

Junior

About the role

  • Provide personal financial advice to customers as an Advancing Financial Adviser within Old Mutual’s Personal Financial Advice (PFA) channel
  • Build and grow an adviser practice, define own career path and forge client relationships
  • Use consultative selling and customer-focused approaches to identify customer needs and sales opportunities
  • Maintain and manage sales data and use sales software to track prospects and performance
  • Collaborate with PFA network and use company tools/support to deliver exceptional advice and quality 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
  • PFA not only facilitates a bolder financial future, but empowers you and your practice with the tools and confidence to provide exceptional advice and quality service to your customers.
  • TAKE YOUR CAREER TO NEW HEIGHTS — opportunity to define your own destiny and forge a unique career path.
  • Equip you with the world-class tools and support you need to take your career to unparalleled new heights.
  • Opportunity to build from an unmatched foundation of established, multinational, and diverse financial services.

Applicant Tracking System Keywords

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

Hard skills
financial services experienceLong-term Insurance Class of BusinessInvestments Class of BusinessRegulatory Examination 5 (RE5)FSCA-approved qualificationsales data managementsales software
Soft skills
consultative sellingcustomer-focusedcustomer serviceevaluating informationidentifying customer needsidentifying sales opportunitiesoral communicationsprobing questionsqualifying prospectsstrengthening customer relationships
Certifications
Matric or equivalentLong-term Insurance Class of BusinessRegulatory Examination 5 (RE5)FSCA-approved qualification