Advancing Financial Adviser
oldmutual · Port Elizabeth
Job description
About the role
Old Mutual is recruiting an Advancing Financial Adviser in Port Elizabeth. The role sits within the African opportunity focus of the firm, and appointments are made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit.
Required profile
- A minimum of Matric or equivalent.
- A minimum of 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, Regulatory Examination 5 (RE5) or an FSCA-approved qualification are advantageous.
- A valid driver's licence and own car.
- A clear criminal and credit check.
Required skills
- Consultative selling and strategic selling
- Identifying customer needs and sales opportunities
- Sales data management and sales software
- Strengthening customer relationships and customer feedback management
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Published 2 hours ago
Expires 1 month from now
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oldmutual
Port Elizabeth