Advancing Financial Adviser

About this role

Old Mutual is looking for a Financial Adviser to serve clients in Mthatha and the surrounding areas. You will grow the adviser business in this region by finding new clients and looking after the ones you already have.

What you’ll do

• Meet with clients to understand their financial goals and needs.
• Find and follow up on sales opportunities, and turn customer conversations into sales.
• Recommend suitable long-term insurance and investment products.
• Build and keep strong relationships with customers and other stakeholders.
• Record and manage sales information and customer feedback accurately.
• Plan your own work and meet your targets with a business-minded approach.

What you need

• Grade 12, matric or an equivalent certificate (NQF Level 4).
• A minimum of 12 months’ financial services experience as a Financial Adviser.
• Completion of the Long-term Insurance Class of Business.
• A valid driver’s licence and your own car.
• A clear criminal record and a clear credit check.
• Good computer skills.
• Strong written and verbal communication skills, and good listening skills.
• Good planning, organising and analysis skills.
• Resilience, an entrepreneurial mindset and sound business sense.
• Advantageous: Investments Class of Business, the Regulatory Examination 5 (RE5), or another FSCA-approved qualification.

Is this job for you?

This role suits an experienced financial adviser who enjoys building client relationships and turning conversations into sales. You should be comfortable working on your own, setting your own goals, and keeping up with the regulatory side of the job.

Tips before you apply

• Have your Long-term Insurance Class of Business certificate, your licence and proof of your FSCA-related qualifications ready.
• Show your 12 months of financial services experience clearly on your CV, with dates, your role and the types of products you sold.
• Give examples of sales results, client growth or customer feedback that show your communication and business skills.

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