Advancing Financial Adviser

Advancing Financial Adviser

Full-Time 44100 - 53900 £ / year (est.) No working from home possible
Old Mutual South Africa

At a Glance

  • Tasks: Help clients achieve their financial goals while building lasting relationships.
  • Company: Join Old Mutual, a leader in financial services with a commitment to Africa's growth.
  • Benefits: Competitive salary, flexible working hours, and opportunities for professional development.
  • Other info: Valid driver’s licence and own car needed; clear criminal and credit check essential.
  • Why this job: Be part of a team that shapes Africa's financial future and empowers communities.
  • Qualifications: Matric and 12 months’ experience in financial services required.

The predicted salary is between 44100 - 53900 £ per year.

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Qualifications And Experience

  • 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.
  • Other Requirements
  • 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
  • Competencies
  • Balances Stakeholders
  • Builds Networks
  • Communicates Effectively
  • Customer Focus
  • Ensures Accountability
  • Instills Trust
  • Interpersonal Savvy
  • Manages Complexity

Education

  • Matriculation Certificate (Matric)
  • Closing Date

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

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Advancing Financial Adviser employer: Old Mutual South Africa

Old Mutual South Africa is an excellent employer that values its employees by fostering a supportive work culture focused on professional growth and development. With a commitment to customer service excellence, employees enjoy comprehensive training programs and opportunities for career advancement, all while working in a dynamic environment that encourages innovation and teamwork. Located in a vibrant area, the company also offers competitive benefits that enhance work-life balance, making it a rewarding place to build a meaningful career.

Old Mutual South Africa

Contact Details:

Old Mutual South Africa Recruitment Team

We think you need these skills to ace Advancing Financial Adviser

Consultative Selling
Customer Feedback Management
Customer-Focused
Customer Service
Customer Understanding
Evaluating Information
Identifying Customer Needs