Advancing Financial Adviser (richards Bay/ Empangeni/ Esikhawini And Surrounds)
Mutual Fund
Richards Bay, , 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 for success in this role.
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 proficiency
Nice-to-have
Entrepreneurial mindset
Sound business acumen
Grit, resilience and tenacity
Excellent listening skills
Strong planning and organising abilities
Key Requirements
Minimum Matric or equivalent
Minimum 12 months financial adviser experience
Long-term Insurance Class of Business completion
Valid driver’s licence
Clear criminal and credit check
Completion of FAIS requirements such as Investments Class of Business