Advancing Financial Adviser
oldmutual · Vredenburg
Job description
About the role
Old Mutual is recruiting an Advancing Financial Adviser in Vredenburg. The role sits within the firm's employment equity plan, with appointments made from the designated group in line with the plan and the specific business unit.
Required profile
- Minimum of Matric or equivalent (NQF Level 4).
- At least 12 months of financial services experience as a Financial Adviser.
- Long-term insurance class of business completion.
- Additional FAIS requirements such as Investments class of business, Regulatory Examination 5 (RE5) or an FSCA-approved qualification are advantageous.
- Valid driver's licence and own car.
- Clear criminal and credit check.
Required skills
- Consultative selling and strategic selling
- Sales data management and sales software
- Identifying customer needs and prospects, qualifying prospects
- Customer service, customer feedback management and relationship building
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Published 1 week ago
Expires 1 month from now
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oldmutual
Vredenburg
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