Advancing Financial Adviser (morningside Durban)

Mutual Fund

Durban, , South Africa
Consultative selling
Customer service
Sales software
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.
  • Excellent listening skills with the ability to translate customer engagements into sales are essential.

Matching Summary

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Skills & Requirements

Must-have

  • Consultative Selling
  • Customer Service
  • Sales Software
  • Computer Literacy
  • Excellent Communication Skills
  • Sound Planning and Organising

Nice-to-have

  • Entrepreneurial Mindset
  • Sound Business Acumen
  • Grit Resilience and Tenacity
  • Excellent Listening Skills
  • Strengthening Customer Relationships

Key Requirements

  • Minimum Matric or equivalent
  • 12 months financial services experience
  • Long-term Insurance Class of Business completion
  • Valid driver’s licence and own car
  • Clear criminal and credit check
  • Completion of FAIS requirements such as Investments Class of Business
  • Regulatory Examination 5 (RE5) FSCA-approved qualification advantageous

Work Rights

Not specified

Tailored Resume

Cover Letter