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Advancing Financial Adviser
On-site · Port Elizabeth, Eastern Cape, South Africa
Job Summary
Advancing Financial Adviser role with Old Mutual in Port Elizabeth, SA. Responsibilities center on consultative selling, identifying customer needs and sales opportunities, delivering customer-focused service, and strengthening customer relationships. Requires financial services experience, FAIS qualifications (Investments Class of Business, RE5 advantageous), and a valid driver’s licence with own car. Skills include consultative selling, customer feedback management, effective communication, probing questions, qualifying prospects, sales data management, use of sales software, strategic selling, and stakeholder relationship management. The employer emphasizes a great customer and employee experience across Life and Savings, Property and Casualty, Asset Management, Banking and Lending across 14 countries, with an Employment Equity plan guiding appointment.
Required Qualifications
- Matric or equivalent
- A minimum 12 months’ financial services experience as a Financial Adviser
- Long-term Insurance Class of Business completion
- Completion of FAIS requirements such as Investments Class of Business, RE5 (advantageous)
- A valid driver’s licence and own car
- A clear criminal and credit check
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