Advancing Financial Adviser (Umhlanga, La Lucia, Phoenix, Verulam, KwaMashu)
oldmutual · Durban
Job description
About the role
Old Mutual is recruiting an Advancing Financial Adviser covering the Umhlanga, La Lucia, Phoenix, Verulam, KwaMashu and surrounding areas. 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.
Required profile
- Minimum of Matric or equivalent (NQF Level 4).
- At least 12 months' financial services experience as a Financial Adviser.
- Completion of the Long-term Insurance Class of Business.
- Additional FAIS requirements such as Investments Class of Business, RE5 and an FSCA-approved qualification are advantageous.
- Valid driver's licence and own car; clear criminal and credit check.
Required skills
- Computer literacy and proven ability to collate, analyse and synthesise information.
- Excellent written and verbal communication, listening and planning skills.
- Consultative selling, identifying customer needs and sales opportunities, qualifying prospects and managing customer relationships.
- Sales data management and sales software.
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Published 5 hours ago
Expires 1 month from now
2 views · 0 interested
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oldmutual
Durban