Advancing Financial Adviser (amanzimtoti/ Umlazi/ Chatsworth/ Merebank/ Isipingo)

Mutual Fund

Amanzimtoti, , South Africa
Financial services experience
Valid driver’s licence and own car
Proven computer literacy
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

  • Financial services experience
  • Valid driver’s licence and own car
  • Proven computer literacy
  • Excellent communication skills
  • Consultative Selling
  • Customer Service
  • Sales Software

Nice-to-have

  • Entrepreneurial mindset
  • Sound business acumen
  • Grit, resilience and tenacity
  • Excellent listening skills
  • Sound planning and organising abilities
  • Ability to collate and analyse information

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter