Old Mutual Limited

Financial Adviser

Old Mutual Limited

full-time

Posted on:

Location Type: Office

Location: Richards Bay • 🇿🇦 South Africa

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Job Level

Mid-LevelSenior

About the role

  • Champion valued customers to achieve their lifetime goals by identifying their financial needs
  • Provide sound financial advice and recommend and implement "fit for purpose" financial plans and solutions
  • Engage in consultative and direct selling to acquire and service customers
  • Use PFA tools and support to build and manage an advisory practice
  • Strengthen customer relationships and manage sales data using sales software

Requirements

  • Matriculation Certificate (Matric) (Required)
  • Self-motivated and dynamic individuals with a passionate entrepreneurial spirit
  • Skills: Building Trust; Consultative Selling; Customer Feedback Management; Customer-Focused; Customer Service; Customer Understanding; Direct Selling; Identifying Sales Opportunities; Oral Communications; Probing Questions; Qualifying Prospects; Sales Data Management; Sales Software; Strategic Selling; Strengthening Customer Relationships
  • Competencies: Action Oriented; Balances Stakeholders; Builds Networks; Collaborates; Communicates Effectively; Customer Focus; Decision Quality; Ensures Accountability
  • Ability to identify financial needs, provide financial advice and implement financial plans and solutions
Benefits
  • Empowers you and your practice with the tools and confidence to provide exceptional advice and quality service
  • World-class tools and support
  • Opportunity to build from an unmatched foundation of established, multinational, and diverse financial services
  • Career growth opportunities; advisers define their own destinies
  • Part of the largest PFA distribution channel with more than 2 500 advisers across South Africa

Applicant Tracking System Keywords

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

Hard skills
financial advicefinancial plansconsultative sellingsales data managementsales softwareidentifying sales opportunitiescustomer feedback managementdirect sellingcustomer understandingstrategic selling
Soft skills
self-motivateddynamicbuilding trustcustomer-focusedoral communicationsprobing questionsqualifying prospectsstrengthening customer relationshipsaction orientedcollaborates
Certifications
Matriculation Certificate