Advancing Financial Adviser (pietermaritzburg/ Howick And Surrounds)
Mutual Fund
Pietermaritzburg, KwaZulu-Natal, South Africa
Financial services experience
Valid driver’s licence and own car
Excellent communication skills
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this
Job Summary
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
Candidates will be expected to translate customer engagements into sales using strong consultative selling and customer relationship skills.
Matching Summary
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Skills & Requirements
Must-have
Financial services experience
Valid driver’s licence and own car
Excellent communication skills
Computer literacy
Consultative selling skills
Customer service orientation
Nice-to-have
Entrepreneurial mindset
Sound business acumen
Grit, resilience and tenacity
Excellent listening skills
Ability to analyse and synthesise information
Key Requirements
Minimum Matric or equivalent
Minimum 12 months financial adviser experience
Long-term Insurance Class of Business completion
Additional FAIS requirements such as Investments Class of Business