Advancing Financial Adviser (Umhlanga/ La Lucia/ Phoenix/ Verulam/ KwaMashu and Surrounds)
On-siteDurban, KwaZulu-Natal, South Africa or KwaMashu, KwaZulu-Natal, South Africa
Job Summary
Advancing Financial Adviser role with Old Mutual in the Durban/KwaZulu-Natal area. Requires Matric or equivalent, 12+ months financial services experience as a Financial Adviser, and Long-term Insurance Class of Business completion; FAIS requirements such as Investments Class of Business and RE5 are advantageous. Must have a valid driver’s licence and own car, clear criminal and credit checks, strong computer literacy, and excellent communication, planning, and interpersonal skills. Responsibilities include consultative selling, managing customer feedback and needs, identifying sales opportunities, and translating customer engagements into sales while building trusted relationships and networks.
Required Qualifications
- Matric or equivalent
- A minimum of 12 months’ financial services experience as a Financial Adviser
- A minimum of Long-term Insurance Class of Business completion
- Completion of additional FAIS requirements such as Investments Class of Business, the Regulatory Examination 5 (RE5)
- A valid driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy
- Excellent communication skills (written and verbal)
- 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.
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