Advancing Financial Adviser

Old Mutual · Port Elizabeth

🇬🇧 English

Job description

About the role

Old Mutual is seeking an Advancing Financial Adviser to join its team in Port Elizabeth. The role involves delivering financial services and advice to clients in line with regulatory standards.

Key responsibilities

Required profile

Minimum Matriculation Certificate (Matric) or equivalent.
At least 12 months’ experience as a Financial Adviser in financial services.
Completion of Long‑term Insurance Class of Business.
Completion of additional FAIS requirements such as Investments Class of Business and the Regulatory Examination 5 (RE5); an FSCA‑approved qualification is advantageous.
Valid driver’s licence and own car.
Clear criminal and credit check.

Required skills

Consultative Selling
Customer Feedback Management
Customer‑Focused 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

Questions fréquentes

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Published 2 months ago

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Old Mutual

Port Elizabeth

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