Advancing Financial Adviser (Newcastle/ Vryheid and Surrounds)
On-siteVryheid, KwaZulu-Natal, South Africa or Newcastle, KwaZulu-Natal, South Africa
Job Summary
Conduct consultative selling and manage customer feedback to translate engagements into sales for Old Mutual's Life and Savings, Property and Casualty, Asset Management, and Banking lines. Analyze and synthesize information to identify sales opportunities while strengthening relationships with retail and corporate clients across 14 countries. Maintain a valid driver's licence and own car for field visits, balancing stakeholder interests and ensuring accountability in all customer interactions. Apply entrepreneurial mindset and sound business acumen to navigate complexity and build networks that instill trust.
Required Qualifications
- Matric or equivalent
- 12 months' financial services experience as a Financial Adviser
- Long-term Insurance Class of Business completion
- Valid driver's licence
- Own car
- Clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesise information
- Entrepreneurial mindset
- Sound business acumen
- Grit, resilience and tenacity
- Excellent listening skills with the ability to translate customer engagements into sales
- NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent
Desired Qualifications
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5), an FSCA-approved qualification
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