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Salaried Financial Advisor

oldmutual · Cape Town

New
Mid 🇬🇧 English
MS Office Sales software Sales data management

Job description

About the role

Old Mutual is hiring a salaried financial advisor in Cape Town. An accredited financial advisor gives proactive, on-demand financial advice to customers within an allocated customer market, building strong client relationships and recommending sound advice that meets customers' financial goals, the customer value proposition and compliance frameworks. The role involves formal in-house training, the prescribed regulatory exams and accreditation with the Financial Services Regulatory Authority, and continuous professional development.

Required profile

  • Grade 12 (Matric) certificate
  • FAIS compliance
  • A valid driver's licence and your own car
  • A clear criminal and credit check
  • Minimum of 3 years of working experience, preferably in sales
  • Proven computer literacy (MS Office suite)
  • Excellent written and verbal communication skills

Required skills

  • Building trust and consultative selling
  • Sales data management and sales software
  • Strategic selling and strengthening customer relationships
  • Oral communications, probing questions and qualifying prospects

The application closes on 31 January 2027, 23:59. Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the business unit.

Questions fréquentes

Le salaire n'est pas communiqué publiquement par le recruteur. Vous pouvez postuler et négocier directement avec oldmutual.
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Source : ats:workday

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Published 21 hours ago

Expires 1 month from now

4 views · 0 interested

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oldmutual

Cape Town